2026-02-17T14:06:55-06:00 2025-04-30 205907591 SMITH LEONARD PLLC 4035 PREMIER DRIVE SUITE 300 HIGH POINT NC 27265 990PF 2024-05-01 562099865 THE BODFORD FAMILY FOUNDATION BODF 3369002405 1501 HIGHWOODS BLVD 302 GREENSBORO NC 27410 GARY SMITH EXEC DIRECTOR 3369002405 2026-02-17 1 0 KAREN F HODSON P01233539 3368830181 2026-02-12 2024 2025-03-06 01:10:19Z X 35531781 X 571804 1092389 1092389 3022167 11749539 3022167 4686360 4114556 21996 21996 0 6770 0 0 102564 102564 0 26683 1683 0 2154 2154 0 160167 128397 0 1449862 1449862 1610029 128397 1449862 3076331 3986159 9569 13175 13175 24712633 27754428 35518606 24722202 27767603 35531781 0 0 X 20542884 21114686 0 0 4179318 6652917 24722202 27767603 24722202 27767603 24722202 3076331 0 27798533 30930 27767603 SCHWAB SHORT TERM GAIN 948933 934479 14454 14454 SCHWAB LONG TERM GAIN 10289038 7792893 2496145 2496145 CAPITAL GAINS DIVIDENDS P 511568 511568 511568 3022167 55408 0 55408 0 55408 24528 0 86000 0 110528 0 55120 55120 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A GARY SMITH 3369009405 1501 HIGHWOODS BLVD SUITE 302 GREENSBORO NC 27410 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMY BODFORD POTEAT 1501 HIGHWOODS BLVD STE 302 GREENSBORO NC 27410 PRESIDENT 0.00 0 0 0 ALVIN M BODFORD 1501 HIGHWOODS BLVD STE 302 GREENSBORO NC 27410 SEC/TREAS 0.00 0 0 0 BRENDA S BODFORD 1501 HIGHWOODS BLVD STE 302 GREENSBORO NC 27410 DIRECTOR 0.00 0 0 0 JASON BODFORD 1501 HIGHWOODS BLVD STE 302 GREENSBORO NC 27410 DIRECTOR 0.00 0 0 0 GARY SMITH 1501 HIGHWOODS BLVD STE 302 GREENSBORO NC 27410 EXECUTIVE DIRECTOR 3.00 0 0 0 NONE 0 NONE 0 0 34766652 6154 0 34772806 0 0 34772806 521592 34251214 1712561 1712561 55408 55408 1657153 0 1657153 0 1657153 1449862 0 1449862 1657153 1412624 0 0 1449862 1412624 0 0 37238 0 0 0 0 0 0 0 0 1619915 0 0 0 ALVIN M BODFORD X AMERICAN DIABETES ASSOCIATION - VIRGINIANORTH CAROLINA 237 HANBURY ROAD EAST STE 17 108 CHESAPEAKE VA 23322 PUBLIC CHARITY GENERAL FUND 15000 ASHEVILLE BUNCOMBE COMMUNITY CHRISTIAN MINISTRY 1845 BREVARD ROAD ARDEN NC 28704 PUBLIC CHARITY GENERAL FUND 5000 BIKES FOR KIDS FOUNDATION 7900 MCCLOUD ROAD STE 100 GREENSBORO NC 27409 PUBLIC CHARITY GENERAL FUND 7000 BILTMORE CHURCH 35 CLAYTON ROAD ARDEN NC 28704 PUBLIC CHARITY GENERAL FUND 5000 CORNERSTONE BAPTIST CHURCH 5736 INMAN ROAD GREENSBORO NC 27410 PUBLIC CHARITY GENERAL FUND 221000 GREENSBORO URBAN MINISTRY 305 WEST GATE CITY BLVD GREENSBORO NC 27406 PUBLIC CHARITY GENERAL FUND 5000 MAKE A DIFFERANCE CHRISTIAN MINISTRIES 415 PISGAH CHURCH RD STUDIO 158 GREENSBORO NC 27455 PUBLIC CHARITY GENERAL FUND 500 NATIONAL MULTIPLE SCLEROSIS SOCIETY PO BOX 91891 WASHINGTON DC 200901891 PUBLIC CHARITY GENERAL FUND 2000 NC CAPITOL COMMISSION P O B 63118 CHARLOTTE NC 282633118 PUBLIC CHARITY GENERAL FUND 10000 NC TRANSPORTATION MUSEUM FOUNDATION PO BOX 69 SPENCER NC 28149 PUBLIC CHARITY GENERAL FUND 1000 NORTH MYRTLE BEACH RESCUE SQUAD P O B 555 NORTH MYRTLE BEACH SC 29597 PUBLIC CHARITY GENERAL FUND 500 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PUBLIC CHARITY GENERAL FUND 40000 THE EDUCATIONAL FOUNDATION (UNC) PO BOX 2446 CHAPEL HILL NC 27515 PUBLIC CHARITY GENERAL FUND 50000 UNC HEALTH FOUNDATION 123 W FRANKLIN STREET STE 510 CHAPEL HILL NC 27516 PUBLIC CHARITY GENERAL FUND 1000000 UNCG SPARTAN SPECIAL EVENTS FUND PO BOX 26168 GREENSBORO NC 27402 SCHOOL SPECIAL EVENTS 1110 UNCG SPARTAN PO BOX 26168 GREENSBORO NC 27402 SCHOOL GENERAL FUND 50000 UNITE GUILFORD JAIL MINISTRIES INC 201 S EDGEWORTH STREET GREENSBORO NC 27401 PUBLIC CHARITY GENERAL FUND 6000 UNIVERSITY OF NC GREENSBORO P O BOX 26170 GREENSBORO NC 274026170 SCHOOL ASSIST AND SUPPORT STUDENTS 29000 WINSTON-SALEM RESCUE MISSION INC P O BOX 595 WINSTONSALEM NC 271020595 PUBLIC CHARITY GENERAL FUND 1752 1449862 0 14 1092389 18 3022167 0 4114556 0 4114556 0 0 0 0 0 0 0 0 0 0 X X 1 ALVIN BODFORD 1501 HIGHWOODS BLVD STE 302 GREENSBORO NC 27410 571804 X 1 47050.871 SHS BLACKSTONE RE INCOME TR CL OPD 657602 2024-09-13 1 428 SHS APPLE 106165 2024-12-19 1 509 SHS NVDA 65615 2024-12-19 1 210 SHS MFST 91582 2024-12-19 1 131 SHS TSM 25618 2024-12-19 1 189 SHS CLS 17409 2024-12-19 1 7212 SHS DFAC 248670 2024-12-19 1 430 SHS ETN 144102 2024-12-19 1 990 SHS IWP 126096 2024-12-19 1 3500 SHS WFC 246680 2024-12-19 1 3135.785 SHS 107448 2025-02-10 1 6756 SHS SCHWAB US BROAD 158683 2024-12-19 ACCOUNTING 6770 0 0 CHARLES SCHWAB & CO FMV 26869387 33948981 CARLYLE DIRECT ALTERNATIVE OPPORTUNITIES FUND II FMV 364013 413652 GOLUB CAP PTNRS CARLYLE DIR OPP FMV 402388 450000 BREIT FMV 43640 630973 WAVEMAKER FUND III AT COST 75000 75000 CONTRIBUTION NOT DEDUCTIBLE 30930 BANK FEES 486 486 0 PAYROLL PROCESSSING FEES 1668 1668 0 FINANCIAL ADVISORY FEES 102564 102564 0 PAYROLL TAXES 1683 1683 0 FEDERAL EXCISE TAX 25000 0 0