Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1527   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENVILLE, NC27835
A Employer identification number

56-1844198
B Telephone number (see instructions)

(252) 752-2111
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$56,568,030J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 2,000,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 8,981 8,981  
4 Dividends and interest from securities...... 415,381 278,180  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -290,259
b Gross sales price for all assets on line 6a 3,364,085
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 7,021,675 -24,396  
12 Total. Add lines 1 through 11........ 9,155,778 262,765  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 53,025 0   53,025
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 6,486 987   5,435
b Accounting fees (attach schedule)....... Click to see attachment 35,300 33,126   0
c Other professional fees (attach schedule).... Click to see attachment 298,630 280,241   0
17 Interest............... 289 0   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,367,095 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 590 554   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,167 3,910   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,765,582 318,818   58,460
25 Contributions, gifts, grants paid........ 1,990,198 1,990,198
26 Total expenses and disbursements. Add lines 24 and 25 4,755,780 318,818   2,048,658
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,399,998
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... -1 -1 -1
2 Savings and temporary cash investments.......... 3,603,627 4,063,037 4,063,037
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 4,346,946 Click to see attachment5,471,241 5,471,241
b Investments—corporate stock (attach schedule)........ 7,288,164 Click to see attachment13,853,971 14,964,201
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 27,118,620 Click to see attachment23,326,265 32,027,798
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment41,754 Click to see attachment41,754
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,357,356 46,756,267 56,568,030
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 42,357,356 46,756,267
30 Total net assets or fund balances (see instructions)...... 42,357,356 46,756,267
31 Total liabilities and net assets/fund balances (see instructions).. 42,357,356 46,756,267
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 42,357,356
2 Enter amount from Part I, line 27a..................... 2 4,399,998
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1
4 Add lines 1, 2, and 3.......................... 4 46,757,355
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,088
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 46,756,267
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a ALLIANZ SE ADR 111714/LAZ P 2014-11-17 2015-05-07
b ALLIANZ SE ADR 111714/LAZ_SLD#1 P 2014-11-17 2015-03-16
c ALLIANZ SE ADR 112514/LAZ P 2014-11-25 2015-05-07
d ALLIANZ SE ADR 122614/LAZ P 2014-12-26 2015-05-07
e ARTISAN PRTNRS ASSET MGT INC 062514/GWK P 2014-06-25 2015-03-27
ARTISAN PRTNRS ASSET MGT INC 062714(1)/GWK P 2014-06-27 2015-03-27
ARTISAN PRTNRS ASSET MGT INC 062714(2)/GWK P 2014-06-27 2015-03-27
ARTISAN PRTNRS ASSET MGT INC 062714(2)/GWK_SLD#1 P 2014-06-27 2015-03-27
ARTISAN PRTNRS ASSET MGT INC 102214/GWK P 2014-10-22 2015-03-27
ARTISAN PRTNRS ASSET MGT INC 122414/GWK P 2014-12-24 2015-03-31
ARTISAN PRTNRS ASSET MGT INC 122414/GWK_SLD#1 P 2014-12-24 2015-03-27
ASSOCIATE EST RLTY COM 012815/CHR P 2015-01-28 2015-04-22
BLACKSTONE MRTG TRST INC 111714/LAZ_SLD#1 P 2014-11-17 2015-02-13
BRISTOL-MYERS SQUIBB CM 102214/GWK P 2014-10-22 2015-03-17
BRISTOL-MYERS SQUIBB CM 122414/GWK P 2014-12-24 2015-03-17
CANON INC REPSTG 5 SHS 111714/LAZ P 2014-11-17 2015-06-05
CANON INC REPSTG 5 SHS 111714/LAZ_SLD#1 P 2014-11-17 2015-01-30
CANON INC REPSTG 5 SHS 112514/LAZ P 2014-11-25 2015-06-05
CANON INC REPSTG 5 SHS 122614/LAZ P 2014-12-26 2015-06-05
CBL & ASSOC PROP COM 111714/LAZ_SLD#1 P 2014-11-17 2015-01-15
CENTURYLINK INC COM 101513/GWK_SLD#1 P 2013-10-15 2014-09-30
CENTURYLINK INC COM 111714/LAZ_SLD#1 P 2014-11-17 2014-11-21
CISCO SYSTEMS INC COM 111714/LAZ_SLD#1 P 2014-11-17 2015-02-11
CISCO SYSTEMS INC COM 111714/LAZ_SLD#2 P 2014-11-17 2015-06-02
CLECO CORP COMMON 012414/GWK P 2014-01-24 2014-12-08
DODGE & COX INTL STK FD 092914_SLD#1 P 2014-09-29 2015-04-20
DOMINION RESOURCES INC COM 012714/GWK P 2014-01-27 2014-09-30
DOMINION RESOURCES INC COM 101513/GWK P 2013-10-15 2014-09-30
EUTELSAT COMM ADR 111714/LAZ P 2014-11-17 2015-03-04
EUTELSAT COMM ADR 111714/LAZ_SLD#1 P 2014-11-17 2015-02-19
EUTELSAT COMM ADR 112514/LAZ P 2014-11-25 2015-03-04
EUTELSAT COMM ADR 122614/LAZ P 2014-12-26 2015-05-13
EUTELSAT COMM ADR 122614/LAZ_SLD#1 P 2014-12-26 2015-03-04
FED FARM CR BKS 3133EDWG3/TD P 2014-09-30 2014-12-26
FOXTONS GRP PLC ADR 111714/LAZ P 2014-11-17 2015-03-11
FOXTONS GRP PLC ADR 112514/LAZ P 2014-11-25 2015-03-11
FOXTONS GRP PLC ADR 122614/LAZ P 2014-12-26 2015-03-11
GLENDALE AZ WESTIN SALES TAX REV 378343BB2/TD_SLD#1 P 2013-12-20 2014-07-01
GOLDMAN SACHS BK USA NY CD 38147JYT3/TD P 2014-05-22 2015-05-22
HOLLYFRONTIER CORP COM 111714/LAZ P 2014-11-17 2015-02-19
HOLLYFRONTIER CORP COM 112514/LAZ P 2014-11-25 2015-02-19
HOLLYFRONTIER CORP COM 122614/LAZ P 2014-12-26 2015-02-19
INTEL CORP COM 111714/KAZ P 2014-11-17 2015-06-04
INTEL CORP COM 112514/LAZ P 2014-11-25 2015-06-04
INTEL CORP COM 122614/LAZ P 2014-12-26 2015-06-04
JP MORGAN CHASE PFD 5.45% QTR PERP 111714/LAZ_SLD#1 P 2014-11-17 2015-03-16
KOPPERS HLDGS INC COM 111714/LAZ P 2014-11-17 2015-02-02
KOPPERS HLDGS INC COM 112514/LAZ P 2014-11-25 2015-02-02
KOPPERS HLDGS INC COM 122614/LAZ P 2014-12-26 2015-02-02
KRAFT FOODS GRP INC COM 101513/GWK_SLD#1 P 2013-10-15 2014-08-22
KRUNG THAI BANK PUBLIC CO LTD 111714/LAZ P 2014-11-17 2014-11-24
LOCKHEED MARTIN COM 101513/GWK_SLD#1 P 2013-10-15 2014-08-22
LORILLARD INC COM 012714/GWK P 2014-01-27 2014-12-10
LORILLARD INC COM 012714/GWK_SLD#1 P 2014-01-27 2014-12-05
MAXIM INTEGRATED PRODS INC 111714/LAZ P 2014-11-17 2015-06-18
MAXIM INTEGRATED PRODS INC 111714/LAZ_SLD#1 P 2014-11-17 2015-06-02
MAXIM INTEGRATED PRODS INC 112514/LAZ P 2014-11-25 2015-06-18
MAXIM INTEGRATED PRODS INC 122614/LAZ_SLD#1 P 2014-12-26 2015-06-18
MEDICAL PROP TRST INC COM 111714/LAZ_SLD#1 P 2014-11-17 2015-01-15
MEDIOLANUM SPA UNSPON ADR 112114/LAZ P 2014-11-21 2015-06-05
MEDIOLANUM SPA UNSPON ADR 112514/LAZ P 2014-11-25 2015-06-05
MEDIOLANUM SPA UNSPON ADR 121614/LAZ_SLD#1 P 2014-12-16 2015-06-05
MEGAFON OJSC GDR 111714/LAZ P 2014-11-17 2015-02-09
MEGAFON OJSC GDR 112514/LAZ P 2014-11-25 2015-02-09
MEGAFON OJSC GDR 122614/LAZ P 2014-12-26 2015-02-09
MERCURY GEN CORP COM 102214/GWK P 2014-10-22 2015-04-23
MERCURY GEN CORP COM 102214/GWK_SLD#1 P 2014-10-22 2015-04-23
MERCURY GEN CORP COM 122414/GWK P 2014-12-24 2015-04-23
MICROSOFT CORP COM 111714/LAZ P 2014-11-17 2015-05-14
MICROSOFT CORP COM 112514/LAZ P 2014-11-25 2015-05-14
MICROSOFT CORP COM 122614/LAZ P 2014-12-26 2015-05-14
MID-AMER APT CMNTYS INC 012414/GWK P 2014-01-24 2014-09-30
MID-AMER APT CMNTYS INC 101513/GWK P 2013-10-15 2014-09-30
NAGACORP LTD UNSPON ADR 042015/LAZ P 2015-04-20 2015-06-12
NAGACORP LTD UNSPON ADR 111714/LAZ P 2014-11-17 2015-06-12
NAGACORP LTD UNSPON ADR 112114/LAZ P 2014-11-21 2015-06-12
NAGACORP LTD UNSPON ADR 112514/LAZ P 2014-11-25 2015-06-12
NAGACORP LTD UNSPON ADR 122614/LAZ P 2014-12-26 2015-06-12
PATTERN ENERGY GRP INC 111714/LAZ_SLD#1 P 2014-11-17 2015-05-01
PEOPLES UNITED FINL COM 111714/LAZ_SLD#1 P 2014-11-17 2014-11-21
PIKE CNTY PA 721279ED5/MB P 2014-04-30 2014-10-02
ROYAL DUTCH SHELL PLC CL-A 111714/LAZ P 2014-11-17 2015-04-08
ROYAL DUTCH SHELL PLC CL-A 111714/LAZ_SLD#1 P 2014-11-17 2015-03-17
ROYAL DUTCH SHELL PLC CL-A 112514/LAZ P 2014-11-25 2015-04-08
ROYAL DUTCH SHELL PLC CL-A 122614/LAZ P 2014-12-26 2015-04-08
SAMPO OYJ ADR 111714/LAZ P 2014-11-17 2015-04-21
SAMPO OYJ ADR 112514/LAZ P 2014-11-25 2015-04-21
SAMPO OYJ ADR 122614/LAZ P 2014-12-26 2015-04-21
SBERBANK OF RUSSIA ORD 111714/LAZ P 2014-11-17 2015-02-03
SBERBANK OF RUSSIA ORD 112514/LAZ P 2014-11-25 2015-02-03
SBERBANK OF RUSSIA ORD 122614/LAZ P 2014-12-26 2015-02-03
SEADRILL LTD ORD 012714/GWK P 2014-01-27 2014-11-28
SEADRILL LTD ORD 102214/GWK P 2014-10-22 2014-11-28
SILICON PREC INDS LTD ADS 111714/LAZ_SLD#1 P 2014-11-17 2015-02-11
SWISS RE LTD SPONS ADR 111714/LAZ P 2014-11-17 2015-01-21
SWISS RE LTD SPONS ADR 112514/LAZ P 2014-11-25 2015-01-21
SWISS RE LTD SPONS ADR 122614/LAZ P 2014-12-25 2015-01-21
TAUBMAN CTRS INC COM 012815/CHR P 2015-01-28 2015-02-13
TAUBMAN CTRS INC COM 020615/CHR P 2015-02-06 2015-02-13
TEVA PHARM INDS LTD 111714/LAZ P 2014-11-17 2015-05-08
TEVA PHARM INDS LTD 112514/LAZ P 2014-11-25 2015-05-08
TEVA PHARM INDS LTD 122614/LAZ P 2014-12-25 2015-05-08
TORTOISE ENERGY INFRSTR CP ETF 101513/GWK_SLD#1 P 2014-06-24 2014-08-26
TOTAL SA SPONS ADR 111714/LAZ_SLD#1 P 2014-11-17 2015-03-17
TRANSOCEAN LTD ORD 012714/GWK P 2014-01-27 2014-12-10
TRANSOCEAN LTD ORD 102214/GWK P 2014-10-22 2014-12-10
TRANSOCEAN LTD ORD 111714/LAZ P 2014-11-17 2014-12-15
TRANSOCEAN LTD ORD 112514/LAZ P 2014-11-25 2014-12-15
UNITED BKSHARES INC W VA COM 111714/LAZ P 2014-11-17 2015-05-19
UNITED BKSHARES INC W VA COM 112514/LAZ P 2014-11-25 2015-05-19
UNITED BKSHARES INC W VA COM 122614/LAZ P 2014-12-26 2015-05-19
VALE SA CL-A PREF ADR 111714/LAZ P 2014-11-17 2015-03-17
VALE SA CL-A PREF ADR 112514/LAZ P 2014-11-25 2015-03-17
VALE SA CL-A PREF ADR 122614/LAZ P 2014-12-26 2015-03-17
WILLIAMS COS INC COM 022715/LAZ P 2015-02-27 2015-06-22
WINDSTREAM HLDGS INC COM 012714/GWK P 2014-01-27 2014-07-29
WINDSTREAM HLDGS INC COM 101513/GWK P 2013-10-15 2014-07-29
WINDSTREAM HLDGS INC COM 101513/GWK_SLD#1 P 2013-10-15 2014-07-29
WM BLAIR INTL GR FD CL-I 092914_SLD#1 P 2014-09-29 2015-04-20
WM BLAIR INTL GR FD CL-N 061714 P 2014-06-17 2014-10-01
BRISTOL-MYERS SQUIBB CM 012714/GWK P 2014-01-27 2015-03-17
BRISTOL-MYERS SQUIBB CM 101513/GWK P 2013-10-15 2015-03-17
CLECO CORP COMMON 101513/GWK P 2013-10-15 2014-12-08
CLECO CORP COMMON 101513/GWK_SLD#2 P 2013-10-15 2014-12-05
COLUMBIA-MONTOUR PA 197173AM9/MB P 2012-11-15 2015-06-22
CONNECTICUT ST HSG 20775BJ98/TD_SLD#1 P 2013-06-10 2015-04-02
ELI LILLY & CO COM 100713/SC_SLD#1 P 2013-10-07 2015-06-17
FED HOME LOAN BANKS 313380W94/TD P 2012-10-02 2014-07-15
HALYARD HEALTH INC COM 012214/SC P 2014-01-22 2015-03-16
HALYARD HEALTH INC COM 100713/SC P 2013-10-07 2015-03-16
HAMILTON CNTY OHIO 40727E2T3 12-01-14/TD P 2010-10-27 2014-12-01
ISHARES RUSSELL 3000 IDX FD 021712 L/T_SLD#1 P 2012-02-17 2015-04-20
IVY SCIENCE & TECH FD CL-I L/T_SLD#1 P 2013-06-04 2015-04-20
KRAFT FOODS GRP INC COM 101513/GWK_SLD#2 P 2013-10-15 2015-06-23
LORILLARD INC COM 101513/GWK P 2013-10-15 2014-12-05
MERCURY GEN CORP COM 012414/GWK P 2014-01-24 2015-04-23
MERCURY GEN CORP COM 012414/GWK_SLD#1 P 2014-01-24 2015-04-17
MERCURY GEN CORP COM 101513/GWK P 2013-10-15 2015-04-17
MERCURY GEN CORP COM 101513/GWK_SLD#1 P 2013-10-15 2015-04-17
RICHLAND CNTY SC 763653DR1 03-01-19/TD P 2011-01-27 2014-07-14
SCHWAB FUND US LRG IDX 021712 L/T_SLD#1 P 2012-02-17 2015-04-20
SEADRILL LTD COM 8FMN8 101513/GWK P 2013-10-15 2014-11-28
TORTOISE ENERGY INFRSTR CP ETF 101513/GWK_SLD#2 P 2014-06-24 2015-06-30
TRANSOCEAN LTD ORD 111813/GWK P 2013-11-18 2014-12-10
TRANSOCEAN LTD ORD 112013/GWK P 2013-11-20 2014-12-10
TRANSOCEAN LTD ORD 112513/GWK P 2013-11-25 2014-12-10
UNITED BNKSHARES INC WV COM 031314(1)/GWK P 2014-03-13 2015-06-30
UNITED BNKSHARES INC WV COM 031314(2)/GWK_SLD#1 P 2014-03-13 2015-06-30
VANGUARD S&P 500 GR ETF L/T_SLD#1 P 2013-04-24 2015-04-20
VIRGINIA ST HSG 92812QWC7/TD P 2010-05-14 2014-11-03
WALLENPAUPACK PA 932432RT6 03 01 16 P 2010-07-12 2014-09-02
WISDOMTREE EQ INC FD 021712 L/T_SLD#1 P 2012-02-17 2015-04-20
WISDOMTREE LG CAP DIV 021712 L/T P 2012-02-17 2014-08-21
WISDOMTREE LG CAP DIV 021712 L/T_SLD#3 P 2012-02-17 2014-08-21
WISDOMTREE LG CAP DIV 021712 L/T_SLD#4 P 2012-02-17 2014-08-21
FROM PRIVATE ADIVSORS PRIVATE EQUITY K1 P   2014-12-31
FROM GREENSPRING GLOBAL K1 P   2014-12-31
SALE OF INTEREST IN AXA SECONDARY FUND III P   2014-12-31
SALE OF INTEREST IN ETON PARK OVERSEAS P   2014-12-31
SALE OF INTEREST IN MORROCROT SPECIAL OPP FUND II P   2014-12-31
SALE OF INTEREST IN SAMLYN OFFSHORE P   2014-12-31
SALE OF INTEREST IN OSPRAIE FUND P   2014-12-31
SALE OF INTEREST IN AMAJARO COMMODITIES FUND P   2014-12-31
SALE OF INTEREST IN PRIVATE ADVISORS PRIVATE EQUITY FUND P   2014-12-31
CAPITAL GAIN DISTRIBUTIONS FROM MUTUAL FUNDS P   2014-12-31
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 817   810 7
b 1,871   1,834 37
c 583   605 -22
d 1,700   1,757 -57
e 2,730   3,392 -662
5,006   6,227 -1,221
4,297   5,376 -1,079
910   1,132 -222
1,583   1,822 -239
1,114   1,261 -147
452   504 -52
11,394   10,475 919
2,005   1,974 31
1,692   1,326 366
1,692   1,510 182
1,157   1,050 107
2,393   2,348 45
681   647 34
2,518   2,440 78
1,888   1,720 168
10,257   8,224 2,033
1,168   1,190 -22
3,587   3,480 107
3,296   3,029 267
4,546   4,103 443
39,976   40,064 -88
6,484   6,403 81
8,190   7,431 759
1,959   1,868 91
4,389   3,933 456
1,025   1,022 3
3,340   3,223 117
455   462 -7
225,000   225,000 0
1,640   1,376 264
137   124 13
1,070   946 124
10,000   10,955 -955
100,000   100,000 0
1,465   1,561 -96
366   401 -35
814   778 36
2,173   2,303 -130
454   520 -66
1,395   1,631 -236
787   777 10
574   943 -369
126   217 -91
359   531 -172
7,980   7,285 695
1,824   1,802 22
3,478   2,458 1,020
9,132   7,386 1,746
317   255 62
720   619 101
3,344   2,888 456
857   733 124
1,611   1,497 114
1,697   1,547 150
2,770   2,274 496
567   485 82
267   201 66
1,493   1,932 -439
299   412 -113
966   899 67
570   512 58
1,435   1,280 155
1,709   1,704 5
2,674   2,732 -58
583   581 2
1,702   1,688 14
3,944   3,816 128
9,860   9,278 582
1,845   1,816 29
1,246   1,305 -59
508   548 -40
369   402 -33
1,107   1,176 -69
2,052   1,904 148
1,427   1,442 -15
230,000   230,000 0
1,556   1,808 -252
1,869   2,225 -356
778   929 -151
2,155   2,496 -341
2,587   2,575 12
503   520 -17
1,653   1,674 -21
926   1,596 -670
258   455 -197
551   621 -70
1,457   4,049 -2,592
728   1,248 -520
4,478   3,750 728
2,454   2,272 182
545   521 24
1,545   1,479 66
14,988   16,893 -1,905
3,747   4,082 -335
4,316   4,078 238
1,033   973 60
2,675   2,534 141
4,037   3,557 480
2,442   2,935 -493
1,285   3,535 -2,250
600   1,092 -492
1,350   2,111 -761
321   490 -169
2,849   2,625 224
616   580 36
1,771   1,716 55
772   1,146 -374
150   244 -94
461   649 -188
5,072   4,104 968
4,079   2,726 1,353
3,205   2,276 929
7,320   5,174 2,146
59,976   57,139 2,837
2,404   2,500 -96
7,108   5,798 1,310
6,431   4,421 2,010
2,674   2,218 456
8,854   7,318 1,536
100,000   100,000 0
10,000   9,821 179
13,819   7,890 5,929
100,000   100,000 0
222   511 -289
748   1,529 -781
50,000   50,000 0
174,985   124,788 50,197
74,976   54,505 20,471
11,799   7,025 4,774
9,188   6,441 2,747
3,158   2,625 533
574   477 97
5,457   4,556 901
4,353   3,597 756
100,000   100,838 -838
74,976   56,256 18,720
3,642   11,255 -7,613
4,198   4,812 -614
428   1,395 -967
1,628   5,277 -3,649
1,200   3,848 -2,648
5,187   3,986 1,201
3,791   2,895 896
124,934   90,992 33,942
90,000   90,000 0
100,000   100,000 0
200,000   161,908 38,092
150,672   117,618 33,054
550,762   429,920 120,842
7,175   5,601 1,574
83,944     83,944
63,329     63,329
65,869     65,869
4,533     4,533
149,776     149,776
7,583     7,583
    862,957 -862,957
    185,323 -185,323
    1,004 -1,004
56,653     56,653
79     79
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       7
b       37
c       -22
d       -57
e       -662
      -1,221
      -1,079
      -222
      -239
      -147
      -52
      919
      31
      366
      182
      107
      45
      34
      78
      168
      2,033
      -22
      107
      267
      443
      -88
      81
      759
      91
      456
      3
      117
      -7
      0
      264
      13
      124
      -955
      0
      -96
      -35
      36
      -130
      -66
      -236
      10
      -369
      -91
      -172
      695
      22
      1,020
      1,746
      62
      101
      456
      124
      114
      150
      496
      82
      66
      -439
      -113
      67
      58
      155
      5
      -58
      2
      14
      128
      582
      29
      -59
      -40
      -33
      -69
      148
      -15
      0
      -252
      -356
      -151
      -341
      12
      -17
      -21
      -670
      -197
      -70
      -2,592
      -520
      728
      182
      24
      66
      -1,905
      -335
      238
      60
      141
      480
      -493
      -2,250
      -492
      -761
      -169
      224
      36
      55
      -374
      -94
      -188
      968
      1,353
      929
      2,146
      2,837
      -96
      1,310
      2,010
      456
      1,536
      0
      179
      5,929
      0
      -289
      -781
      0
      50,197
      20,471
      4,774
      2,747
      533
      97
      901
      756
      -838
      18,720
      -7,613
      -614
      -967
      -3,649
      -2,648
      1,201
      896
      33,942
      0
      0
      38,092
      33,054
      120,842
      1,574
      83,944
      63,329
      65,869
      4,533
      149,776
      7,583
      -862,957
      -185,323
      -1,004
      56,653
      79
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -290,259
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 3,433,785 51,084,134 0.067218
2012 2,617,936 47,609,479 0.054988
2011 2,348,152 48,250,799 0.048666
2010 2,408,633 46,798,571 0.051468
2009 2,446,912 49,881,327 0.049055
2 Total of line 1, column (d) ...................... 2 0.271395
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.054279
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 52,800,044
5 Multiply line 4 by line 3....................... 5 2,865,934
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 0
7 Add lines 5 and 6......................... 7 2,865,934
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,048,658
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 22,228
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,228
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 22,228
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet22,228 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (252) 752-2111
    Located atbullet5121 MARTIN LUTHER KING JR BLVDGREENVILLENC ZIP+4bullet27834
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    EDWARD C SMITH JR PRESIDENT/DIRECTOR
    3.00     		0 0 0
    2961 LANDING CIRCLE
    GRIMESLAND,NC27837
    CHRISTOPHER B SMITH VICE PRES./DIRECTOR
    8.00     		260,598 0 0
    1152 PINEHURST DRIVE
    CHAPEL HILL,NC27517
    KRISTIN CARROLL DIRECTOR
    1.00     		0 0 0
    605 CARNOUSTIE DRIVE
    GREENVILLE,NC27858
    HERMAN SIMON DIRECTOR
    1.00     		24,000 0 0
    3720 SOUTH OCEAN BOULEVARD 602
    HIGHLAND BEACH,FL33487
    JILL A CARRAWAY DIRECTOR
    1.00     		0 0 0
    2848 MADISON GROVE
    GREENVILLE,NC27858
    SAMUEL E SOLIMAN DIRECTOR
    1.00     		0 0 0
    301 MORNING SIDE DRIVE
    CARRBORO,NC27510
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    GERI LASSITER CONTRIBUTIONS COORDI
    40.00     		53,025 0 0
    6412 WW GASKINS ROAD
    GRIFTON,NC28530
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    18,251,226
    b
    Average of monthly cash balances.......................
    1b
    6,227,257
    c
    Fair market value of all other assets (see instructions)................
    1c
    29,125,623
    d
    Total (add lines 1a, b, and c).........................
    1d
    53,604,106
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    53,604,106
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    804,062
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    52,800,044
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,640,002
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,640,002
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
     
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
    1,973,173
    c
    Add lines 2a and 2b............................
    2c
    1,973,173
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    666,829
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    666,829
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    666,829
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,048,658
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,048,658
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,048,658
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 666,829
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 1,164,117
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 2,048,658
    a Applied to 2013, but not more than line 2a 1,164,117
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 666,829
    e Remaining amount distributed out of corpus 217,712
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 217,712
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		217,712
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 217,712
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    EDWARD C SMITH JR
    CHRISTOPHER B SMITH
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A TIME FOR SCIENCE
    PO BOX 245
    AYDEN,NC28513     		NONE PUBLIC CHARITY SCIENCE EDUCATION AND PLANETARIUM 20,000
    ALZHEIMBER'S NORTH CAROLINA INC
    1305 NAVAHO DRIVE SUITE 101
    RALEIGH,NC27609     		NONE PUBLIC CHARITY DISEASE PREVENTION PROGRAM 6,000
    AMERICAN CHILDREN'S HOME
    PO BOX 1288
    LEXINGTON,NC272931288     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 1,000
    AMERICAN RED CROSS - PITT COUNTY CHAPTER
    312 E 10TH STREET
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY FUND DRIVE 30,000
    ANIMAL HAVEN
    251 CENTRE STREET
    NEW YORK,NY10013     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    ARTHRITIS PATIENT SERVICES
    500 EAST MOREHEAD STREET SUITE 320
    CHARLOTTE,NC28202     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    ASSOCIATION OF COMMUNITY EMPLOYMENT - PROGRAMS FOR THE HOMELESS
    598 BROADWAY 7TH FLOOR
    NEW YORK,NY10012     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    AUTISM SOCIETY OF NORTH CAROLINA
    505 OBERLIN ROAD SUITE 230
    RALEIGH,NC276051345     		NONE PUBLIC CHARITY FUND DRIVE 2,500
    BEAUFORT COUNTY PAL
    310 W MAIN STREET PETERSON BUILDING
    SUITE 202D
    WASHINGTON,NC27889     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    BETA CHAPTER OF PHI DELTA THETA FRATERNITY (PDT) INC
    210 NORTH COLUMBIA STREET
    CHAPEL HILL,NC27514     		NONE PUBLIC CHARITY FUND DRIVE 500
    BOSTON CHILDREN'S MUSEUM
    308 CONGRESS STREET
    BOSTON,MA02210     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 500
    BOYS AND GIRLS CLUBS OF RALEIGH
    701 N RALEIGH BLVD
    RALEIGH,NC27610     		NONE PUBLIC CHARITY FUND DRIVE 1,250
    BOYS AND GIRLS CLUBS OF THE COASTAL PLAIN
    621 W FIRETOWER ROAD
    WINTERVILLE,NC28590     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 10,000
    BUILDING HOPE
    PO BOX 4237
    GREENVILLE,NC27836     		NONE PUBLIC CHARITY FUND DRIVE 760
    CAMPUS CRUSADE FOR CHRIST
    4202 RICELAND DRIVE
    DURHAM,NC27705     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    CAMPUS CRUSADE FOR CHRIST - MARK PALMER
    PO BOX 628222
    ORLANDO,FL328328222     		NONE PUBLIC CHARITY FUND DRIVE 1,500
    CATAWBA RIVERKEEPER
    421 MINUET LANE SUITE 205
    CHARLOTTE,NC282172784     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 2,500
    CENTER FOR FAMILY VIOLENCE PREVENTION
    PO BOX 8429
    GREENVILLE,NC27835     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    CHAPEL HILL DUCKS UNLIMITED
    6310 ACORN RIDGE TRAIL
    HILLSBOROUGH,NC27278     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 500
    CHARLOTTE FRIENDS OF JUNG
    1981 JN PEASE PLACE SUITE 101
    CHARLOTTE,NC28262     		NONE PUBLIC CHARITY FUND DRIVE 500
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 1,000
    CHILDREN'S HOSPITAL BOSTON
    300 LONGWOOD AVENUE
    BOSTON,MA02115     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    CHURCHES OUTREACH NETWORK
    PO BOX 31045
    GREENVILLE,NC27833     		NONE PUBLIC CHARITY FUND DRIVE 7,200
    CLEAN AIR CAROLINA
    PO BOX 5311
    CHARLOTTE,NC28299     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 2,500
    COASTAL CONSERVATION ASSOCIATION
    4809 HARGROVE ROAD SUITE 123
    RALEIGH,NC27616     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 10,000
    COMMUNITIES IN SCHOOLS - CHARLOTTE-MECKLENERG
    601 EAST 5TH ST 301
    CHARLOTTE,NC28202     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 2,500
    CONGRESSIONAL SPORTSMEN'S FOUNDATION
    110 NORTH CAROLINA AVENUE SE
    WASHINGTON,DC20003     		NONE PUBLIC CHARITY FUND DRIVE 25,000
    CONSERVATION TRUST FOR NC
    1028 WASHINGTON STREET
    RALEIGH,NC27605     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 9,375
    CORNUCOPIA CANCER SUPPORT CENTER
    5517 DURHAM CHAPEL HILL BLVD SUITE
    1000
    DURHAM,NC27707     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    COUNCIL FOR CHILDREN'S RIGHTS
    601 EAST 5TH AVE SUITE 510
    CHARLOTTE,NC28202     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 1,000
    CRADLES TO CRAYONS
    155 NORTH BEACON STREET
    BRIGHTON,MA02135     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 1,000
    CREATIVE LIVING CENTER
    901 STATON ROAD
    GREENVILLE,NC27834     		NONE PUBLIC CHARITY FUND DRIVE 500
    CRISIS ASSISTANCE MINISTRY
    500-A SPRATT STREET
    CHARLOTTE,NC28206     		NONE PUBLIC CHARITY FUND DRIVE 2,500
    CROSS TRAIL OUTFITTERS
    PO BOX 706
    PLYMOUTH,NC27962     		NONE PUBLIC CHARITY FUND DRIVE 1,340
    DAV CAMP CORRAL
    PO BOX 14301
    CINCINNATI,OH452500301     		NONE PUBLIC CHARITY FUND DRIVE 3,000
    DUCKS UNLIMITED - TARHEEL CHAPTER
    321 WEST CAMERON AVE
    CHAPEL HILL,NC27516     		NONE PUBLIC CHARITY FUND DRIVE 250
    DUCKS UNLIMITED INC
    136 GOUCHER WAY
    CHURCHVILLE,MD21028     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    DURHAM ADADEMY DEVELOPMENT OFFICE
    3601 RIDGE ROAD
    DURHAM,NC27705     		NONE PUBLIC CHARITY FUND DRIVE 8,500
    EAST CAROLINA COUNCIL BOY SCOUTS OF AMERICA
    PO BOX 1698
    KINSTON,NC285031698     		NONE PUBLIC CHARITY FUND DRIVE 5,500
    EAST CAROLINA FRIENDS OF NRA
    11250 WAPLES MILL ROAD
    FAIRFAX,VA22030     		NONE PUBLIC CHARITY FUND DRIVE 1,500
    EAST CAROLINA MUSICAL ARTS EDUCATION FOUNDATION
    PO BOX 1924
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    EAST CAROLINA UNIVERSITY ARMY ROTC
    204 CHRISTENBURY
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    EAST CAROLINA UNIVERSITY LOESSIN PLAYHOUSE - SCHOOL OF THEATER AND DANCE
    MAIL STOP 553 ECU
    GREENVILLE,NC278584353     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    ECU EDUCATIONAL FOUNDATION
    77 MINGES COLISEUM
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY EDUCATIONAL FACILITY IMPROVEMENT 40,000
    ECU FOUNDATION - JOYNER LIBRARY
    1000 FIFTH STREET MAIL STOP 516
    GREENVILLE,NC278584353     		NONE PUBLIC CHARITY SUPPORT FOR STUDENTS WITH LEARNING DISABILITIES 1,000
    ECU FOUNDATION INC
    2200 SOUTH CHARLES BLVD MAIL STOP
    301
    GREENVILLE,NC278584353     		NONE PUBLIC CHARITY LECTURE SERIES 10,000
    ECU MEDICAL AND HEALTH SCIENCES FOUNDATION INC - LEO JENKINS FAMILY ASSIST
    525 MOYE BLVD
    GREENVILLE,NC27834     		NONE PUBLIC CHARITY SLEEP PROGRAM FUND DRIVE 5,000
    EDWARD C SMITH SR CIVIC CENTER
    217 SOUTH MAIN STREET
    LEXINGTON,NC27292     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    EUNICE CHAPEL CHURCH OF CHRIST
    895 BEULAH ROAD
    SCRANTON,NC27875     		NONE PUBLIC CHARITY FUND DRIVE 500
    FBI NATIONAL ACADEMY ASSOCIATES
    336 TEAR SHIRT ROAD
    WARSAW,NC28398     		NONE PUBLIC CHARITY FUND DRIVE 1,500
    FCA LACROSSE
    103 IRON MOUNTAIN ROAD
    CHAPEL HILL,NC27517     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    6511 CREEDMORE ROAD SUITE 206
    RALEIGH,NC27613     		NONE PUBLIC CHARITY FUND DRIVE 6,000
    FELLOWSHIP OF CHRISTIAN ATHLETES - EASTERN NC
    740 GREENVILLE BLVD SUITE 400
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY FUND DRIVE 3,250
    FIRST UNITED METHODIST CHURCH
    114 EAST CHURCH STREET
    WILLIAMSTON,NC27892     		NONE PUBLIC CHARITY FUND DRIVE 500
    FISCHER CENTER FOR ALZHEIMER'S - RESEARCH FOUNDATION
    199 WATER STREET 23RD FLOOR
    NEW YORK,NY10038     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    FOCUSED ULTRASOUND SURGERY FOUNDATION
    1230 CEDARS COURT SUITE F
    CHARLOTTESVILLE,VA22903     		NONE PUBLIC CHARITY FUND DRIVE 50,000
    FOOD BANK OF CENTRAL & EASTERN NC
    3808 TARHEEL DRIVE
    RALEIGH,NC27609     		NONE PUBLIC CHARITY FUND DRIVE 30,000
    FRIENDS OF BATH COMMUNITY LIBRARY INC
    PO BOX 160
    BATH,NC27808     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    FRIENDS OF GREENVILLE GREENWAYS
    PO BOX 2544
    GREENVILLE,NC27836     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    FRIENDS OF SPOONERS CREEK ASSOCIATION
    3427 LAKEVIEW TRAIL
    KINSTON,NC28504     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    FRIENDS OF THE BATTLESHIP NORTH CAROLINA
    PO BOX 480
    WILMINGTON,NC28402     		NONE PUBLIC CHARITY FUND DRIVE 12,500
    FRIENDS OF THE NC MARITIME MUSEUM
    315 FRONT STREET
    BEAUFORT,NC28516     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    FRIENDS OF THE PUBLIC LIBRARY OF CHARLOTTE & MECKLENBURG COUNTY INC
    310 NORTH TRYON STREET
    CHARLOTTE,NC28202     		NONE PUBLIC CHARITY FUND DRIVE 2,000
    GR WHITFIELD SCHOOL
    PO BOX 129
    GRIMESLAND,NC27837     		NONE PUBLIC CHARITY COMMUNITY OUTREACH PROGRAM 4,000
    GIRL SCOUTS - NC COASTAL PINES INC
    6901 PINECREST ROAD
    RALEIGH,NC27613     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    GREATER GREENVILLE FOUNDATION
    PO BOX 20154
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY FUND DRIVE 202,500
    GREENVILLE COMMUNITY SHELTER
    PO BOX 687
    GREENVILLE,NC27835     		NONE PUBLIC CHARITY FUND DRIVE 100,000
    GREENVILLE LEARNING CENTER
    PO BOX 2612
    GREENVILLE,NC278360612     		NONE PUBLIC CHARITY FUND DRIVE 6,000
    GREENVILLE LITTLE LEAGUE
    PO BOX 20520
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY FUND DRIVE 500
    GREENVILLE MUSEUM OF ART
    802 SOUTH EVANS STREET
    GREENVILLE,NC27834     		NONE PUBLIC CHARITY FUND DRIVE 3,000
    GRIMESLAND VOLUNTEER FIRE DEPARTMENT
    PO BOX 687
    GRIMESLAND,NC27837     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    HABITAT FOR HUMANITY
    210 E 14TH STREET
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY FUND DRIVE 50,000
    HABITAT FOR HUMANITY OF ORANGE COUNTY
    88 VILCOM CIRCLE CAMPUS BOX 7237
    CHAPEL HILL,NC27514     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    HAPPENINGS INC
    ONE MARIGOLD PLACE
    DURHAM,NC27705     		NONE PUBLIC CHARITY FUND DRIVE 3,000
    HEALTHNETWORK FOUNDATION
    33 RIVER STREET
    CHAGRIN FALLS,OH44022     		NONE PUBLIC CHARITY FUND DRIVE 500
    HEART OF WARRIOR FOUNDATION
    PO BOX 1974
    LEXINGTON,NC272931974     		NONE PUBLIC CHARITY FUND DRIVE 10,000
    HISTORIC BATH FOUNDATION
    PO BOX 238
    BATH,NC27808     		NONE PUBLIC CHARITY FUND DRIVE 250
    HISTORIC PRESERVATION OF NORTH CAROLINA
    PO BOX 27644
    RALEIGH,NC276117644     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 3,500
    HOLLAND SEVENTH-DAY ADVENTIST ELEMENTARY SCHOOL
    11385 OTTOGAN STREET
    HOLLAND,MI494239043     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    HOLY TRINITY CATHOLIC CHURCH
    409 CHERRY STREET
    COLUMBIA,PA17512     		NONE PUBLIC CHARITY FUND DRIVE 500
    HOPE FOR THE WARRIORS
    1335 WESTERN BLVD SUITE E
    JACKSONVILLE,NC28546     		NONE PUBLIC CHARITY FUND DRIVE 3,000
    HOSPICE OF DAVIDSON COUNTY INC
    PO BOX 1941
    LEXINGTON,NC272931941     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    HUMANE SOCIETY OF EASTERN CAROLINA
    3520 TUPPER DRIVE
    GREENVILLE,NC27834     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    INDEPENDENT COLLEGE FUND OF NC
    863 WASHINGTON STREET
    RALEIGH,NC27605     		NONE PUBLIC CHARITY HIGHER EDUCATION SUPPORT FOR NC 1,000
    JOHN LOCKE FOUNDATION
    200 W MORGAN ST 200
    RALEIGH,NC27601     		NONE PUBLIC CHARITY FUND DRIVE 2,500
    JOHN PAUL II CATHOLIC HIGH SCHOOL
    3250-A DICKINSON AVENUE
    GREENVILLE,NC27834     		NONE PUBLIC CHARITY FUND DRIVE 25,000
    JUVENILE DIABETES RESEARCH FOUNDATION (JDRF) - TRIANGLEEASTERN NC CHAPTER
    5510 SIX FORKS ROAD SUITE 107
    RALEIGH,NC27609     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 5,500
    KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION
    CAMPUS BOX 3440 KENAN CENTER 408A
    CHAPEL HILL,NC275993440     		NONE PUBLIC CHARITY FAMILY ENTERPRISE CENTER 10,000
    LIFE OF NC INCNC STRIVE
    PO BOX 30733
    GREENVILLE,NC27833     		NONE PUBLIC CHARITY FUND DRIVE 10,000
    LITTLE WASHINGTON SAILING SCHOOL
    PO BOX 1865
    WASHINGTON,NC278891865     		NONE PUBLIC CHARITY SAILING EDUCATION FOR YOUTH IN COMMUNITY 1,000
    LOAVES AND FISHES
    PO BOX 11234
    CHARLOTTE,NC282201234     		NONE PUBLIC CHARITY FUND DRIVE 2,000
    LONG BRANCH CHURCH
    PO BOX 61
    DUNN,NC28335     		NONE PUBLIC CHARITY FUND DRIVE 500
    MAINE ADAPTIVE SPORTS & RECREATION - SUNDAY RIVER SKI RESORT
    8 SUNDANCE LANE
    NEWRY,ME042613228     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    MARBLES KIDS MUSEUM
    201 E HARGETT STREET
    RALEIGH,NC27601     		NONE PUBLIC CHARITY FUND DRIVE 2,500
    MARINE TOYS FOR TOTS FOUNDATION
    18251 QUANTICO GATEWAY DRIVE
    TRIANGLE,VA22172     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    METHODIST HOME FOR CHILDREN FOUNDATION
    1041 WASHINGTON STREET
    RALEIGH,NC276051259     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 1,500
    MICHAEL J FOX FOUNDATION
    498 7TH AVENUE 18TH FLOOR
    NEW YORK,NY10018     		NONE PUBLIC CHARITY FUND DRIVE 75,000
    MILE OF HOPE FOUNDATION INC
    PO BOX 19873
    RALEIGH,NC27619     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    MISTY MEADOWS MITEY RIVERS
    455 PROVIDENCE ROAD SOUTH
    WAXHAW,NC28173     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    MYERS PARK BAPTIST CHURCH
    1900 QUEENS ROAD
    CHARLOTTE,NC28207     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    NATHANIEL'S HOPE
    2300 JETPORT DRIVE
    ORLANDO,FL32809     		NONE PUBLIC CHARITY FUND DRIVE 2,500
    NATIONAL CHILDREN'S ORAL HEALTH FOUNDATION - AMERICA'S TOOTHFAIRY
    4108 PARK ROAD SUITE 300
    CHARLOTTE,NC28209     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    NATIONAL FOOTBALL FOUNDATION & COLLEGE HALL OF FAME - BILL DOOLEY CHAPTER
    835 SOUTH LUMINA AVENUE
    WRIGHTSVILLE BEACH,NC28480     		NONE PUBLIC CHARITY FUND DRIVE 3,000
    NATIONAL WILD TURKEY FEDERATION - PITT COUNTY CHAPTER
    1273 POCOSIN ROAD
    WINTERVILLE,NC28590     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 1,000
    NC CHAMBER FOUNDATION
    701 CORPORATE CENTER DRIVE SUITE
    400
    RALEIGH,NC27607     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    NC CHILDREN'S PROMISE - THE MEDICAL FOUNDATION OF NC INC
    88 VILCOM CIRCLE CAMPUS BOX 7237
    CHAPEL HILL,NC275997237     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 23,400
    NC COASTAL FEDERATION
    3609 NC HIGHWAY 24
    NEWPORT,NC28570     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 31,000
    NC COASTAL LAND TRUST
    131 RACINE DRIVE
    WILMINGTON,NC28403     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 9,000
    NC FAMILY POLICY COUNCIL
    PO BOX 20607
    RALEIGH,NC27619     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    NC FUTURE FARMERS OF AMERICA FOUNDATION - NCSU
    CAMPUS BOX 7474
    RALEIGH,NC27695     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    NC MUSEUM OF HISTORY
    5 EAST EDENTON ST 4650 MAIL SERVICE
    CENTER
    RALEIGH,NC276994650     		NONE PUBLIC CHARITY FUND DRVIE 2,000
    NC MUSEUM OF NATURAL SCIENCE
    11 WEST JONES STREET
    RALEIGH,NC276011029     		NONE PUBLIC CHARITY FUND DRIVE 2,000
    NC POETRY SOCIETY
    131 BON AIRE ROAD
    ELKIN,NC28621     		NONE PUBLIC CHARITY FUND DRIVE 500
    NC SPORTS HALL OF FAME
    PO BOX 31524
    RALEIGH,NC27622     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    NEW LIFE MINISTRIES INC
    1028 WASHINGTON STREET
    RALEIGH,NC276906599     		NONE PUBLIC CHARITY FUND DRIVE 2,000
    NORTH CAROLINA OPERA
    612 WADE AVENUE SUITE 100
    RALEIGH,NC27605     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    NORTH CAROLINA SYMPHONY
    3700 GLENWOOD AVENUE SUITE 130
    RALEIGH,NC27612     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    NRA FOUNDATION INC
    11250 WAPLES MILL ROAD
    FAIRFAX,VA22030     		NONE PUBLIC CHARITY FUND DRIVE 10,000
    NURSE-FAMILY PARTNERSHIP - PITT COUNTY HEALTH DEPARTMENT
    201 GOVERNMENT CIRCLE
    GREENVILLE,NC27834     		NONE PUBLIC CHARITY FUND DRIVE 500
    OAK RIDGE MILITARY ACADEMY
    PO BOX 498
    OAK RIDGE,NC273100498     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    PAMLICO TAR RIVER FOUNDATION
    PO BOX 1854
    WASHINGTON,NC27889     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 22,200
    PITT COMMUNITY COLLEGE FOUNDATION
    PO DRAWER 7007
    GREENVILLE,NC278357007     		NONE PUBLIC CHARITY VISIONS AND HORIZONS PROGRAMS FOR PITT COUNTY STUDENTS 103,832
    PITT COUNTY COUNCIL ON AGING INC
    4551 COUNTY HOME ROAD
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    PITT COUNTY DEPARTMENT OF SOCIAL SERVICES - FOSTER CHILDREN'S CHRISTMAS FUN
    1717 WEST FIFTH STREET
    GREENVILLE,NC27834     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    PITT COUNTY HEALTH EDUCATION FOUNDATION
    PO BOX 8294
    GREENVILLE,NC27835     		NONE PUBLIC CHARITY FUND DRIVE 11,000
    PLANNED PARENTHOOD
    100 S BOYLAN AVE
    RALEIGH,NC27603     		NONE PUBLIC CHARITY FUND DRIVE 2,500
    PROJECT POTENTIALLEXINGTON EDUC ASSOC
    PO BOX 1823
    LEXINGTON,NC27293     		NONE PUBLIC CHARITY FUND DRIVE 3,500
    PROVIDENCE DAY SCHOOL - DEVELOPMENT OFFICE
    5800 SARDIS ROAD
    CHARLOTTE,NC28270     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    PUBLIC RADIO EAST
    800 COLLEGE COURT
    NEW BERN,NC28562     		NONE PUBLIC CHARITY FUND DRIVE 5,100
    QUALITY DEER MANAGEMENT ASSOCIATION
    PO BOX 160
    BOGART,VA306229904     		NONE PUBLIC CHARITY FUND DRIVE 1,894
    REBUILDING TOGETHER PITT COUNTY
    PO BOX 20574
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY FUND DRIVE 20,000
    REFORMED UNIVERSITY FELLOWSHIP (RUF)
    PO BOX 890004
    CHARLOTTE,NC28289     		NONE PUBLIC CHARITY FUND DRIVE 6,000
    RON BROWN SCHOLAR FUND
    1160 PEPSI PLACE SUITE 206
    CHARLOTTESVILLE,VA22901     		NONE PUBLIC CHARITY FUND DRIVE 15,000
    SEA GULL AND SEAFARER FUND
    218 SEA GULL LANDING
    ARAPAHOE,NC28510     		NONE PUBLIC CHARITY FUND DRIVE 4,122
    SERVICE LEAGUE OF GREENVILLE
    921 CHESAPEAKE PLACE
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    SOUTHERN PITT DUCKS UNLIMITED
    6191 BLOUNT HALL RD
    GRIFTON,NC28530     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    SPECIAL OPERATIONS WARRIOR
    PO BOX 13483
    TAMPA,FL33681     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    SPORTSWORKS MINISTRY INC
    PO BOX 8031
    GREENVILLE,NC278358031     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    ST JAMES UNITED METHODIST CHURCH
    2000 EAST SIXTH STREET
    GREENVILLE,NC278582915     		NONE PUBLIC CHARITY FUND DRIVE 45,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE PUBLIC CHARITY DISEASE PREVENTION PROGRAM 3,000
    ST PAUL'S EPISCOPAL CHURCH
    410 E FOURTH STREET
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY FUND DRIVE 2,000
    STOKES SCHOOL
    2683 NC HIGHWAY 903 N
    STOKES,NC27884     		NONE PUBLIC CHARITY FUND DRIVE 3,250
    TAR RIVER LAND CONVSERVANCY
    PO BOX 1161
    LOUISBURG,NC27549     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 40,000
    TEEN HEALTH CONNECTION
    251 EASTWAY DRIVE
    CHARLOTTE,NC28213     		NONE PUBLIC CHARITY FUND DRIVE 2,500
    THE FISTULA FOUNDATION
    1922 THE ALAMEDA SUITE 302
    SAN JOSE,CA95120     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    THE HILL CENTER
    3200 PICKETT ROAD
    DURHAM,NC27705     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    THE JESSE HELMS CENTER FOUNDATION
    PO BOX 188
    WINGATE,NC28714     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    THE JOHN W POPE CENTER
    333 E SIX FORKS ROAD SUITE 150
    RALEIGH,NC27609     		NONE PUBLIC CHARITY SUPPORT FOR HIGHER EDUCATION POLICY 1,000
    THE NATURE CONSERVANCY
    4705 UNIVERSITY DRIVE SUITE 290
    DURHAM,NC27707     		NONE PUBLIC CHARITY ENVIRONMENTAL PRESERVATION 5,000
    THE SALVATION ARMY
    PO BOX 30280
    GREENVILLE,NC27833     		NONE PUBLIC CHARITY FUND DRIVE 105,000
    THE SALVATION ARMY BOYS & GIRLS CLUB
    314 W 9TH AVENUE
    LEXINGTON,NC27292     		NONE PUBLIC CHARITY FUND DRIVE 93,068
    UNC - TV
    PO BOX 14900
    RESEARCH TRIANGLE PARK,NC277099751     		NONE PUBLIC CHARITY EDUCATIONAL PROGRAMMING FOR NC 10,000
    UNC CHAPEL HILL OFFICE OF SPONSORED RESEARCH
    104 AIRPORT DRIVE SUITE 2200 CB1350
    CHAPEL HILL,NC275991350     		NONE PUBLIC CHARITY FUND DRIVE 80,000
    UNC EDUCATIONAL FOUNDATION
    PO BOX 2446
    CHAPEL HILL,NC27515     		NONE PUBLIC CHARITY FUND DRIVE 102,732
    UNC FRIENDS OF THE LIBRARY
    CAMPUS BOX 3900 DAVIS LIBRARY
    CHAPEL HILL,NC275148890     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 5,000
    UNC INSTITUTE FOR THE ENVIRONMENT
    CAMPUS BOX 1105
    CHAPEL HILL,NC257991105     		NONE PUBLIC CHARITY SUSTAINABILITY CIRCLE - ENVIRONMENT PRESERVATION 5,000
    UNC LINEBERGER CANCER CENTER
    CAMPUS BOX 7295
    CHAPEL HILL,NC275997295     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 19,925
    UNC SCHOOL OF MEDICINE
    CAMPUS BOX 7120 SLEEP TECHNOLOGY BS
    PROGRAM DEV FUND
    CHAPEL HILL,NC275997120     		NONE PUBLIC CHARITY FUND DRIVE 28,000
    UNCAA-SSTC - MEN AND WOMEN'S TRACK
    PO BOX 309
    CHAPEL HILL,NC275140309     		NONE PUBLIC CHARITY FUND DRIVE 500
    UNC-CHAPEL HILL OFFICE OF UNIVERSITY DEVELOPMENT
    PO BOX 309
    CHAPEL HILL,NC27514     		NONE PUBLIC CHARITY FUND DRIVE 100,000
    UNC-CHAPEL HILL FOUNDATION
    208 E FRANKLIN STREET
    CHAPEL HILL,NC27516     		NONE PUBLIC CHARITY FUND DRIVE 50,000
    UNITED SERVICE ORGANIZATIONS INC (USO)
    PO BOX 96860
    WASHINGTON,DC200906860     		NONE PUBLIC CHARITY FUND DRIVE 2,000
    UNITED SPECIAL SPORTSMAN ALLIANCE
    N7864 SHOTWELL LANE
    PITTSVILLE,WI544669123     		NONE PUBLIC CHARITY FUND DRIVE 500
    UNITED STATES APNEA ASSOCIATION
    3642 SEAHORN DRIVE
    MALIBU,CA90265     		NONE PUBLIC CHARITY FUND DRIVE 3,000
    UNITED WAY OF PITT COUNTY
    PO BOX 1028
    GREENVILLE,NC278351028     		NONE PUBLIC CHARITY FUND DRIVE 10,000
    VIDANT MEDICAL CENTER FOUNDATION
    PO BOX 8489
    GREENVILLE,NC27835     		NONE PUBLIC CHARITY FUND DRIVE 12,500
    VIRGINIA EPISCOPAL SCHOOL
    PO BOX 408
    LYNCHBURG,VA24505     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    WOMEN FOR WOMEN FUND
    PO BOX 20459
    GREENVILLE,NC27858     		NONE PUBLIC CHARITY FUND DRIVE 10,000
    WOMEN'S IMPACT FUND
    220 NORTH TRYON STREET
    CHARLOTTE,NC28202     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    YMCA OF THE TRIANGLE AREA
    1603 HILLSBOROUGH STREET
    RALEIGH,NC27605     		NONE PUBLIC CHARITY FUND DRIVE 1,000
    YOUNG LIFE - PAMLICO CHAPTER
    PO BOX 1682
    WASHINGTON,NC27889     		NONE PUBLIC CHARITY FUND DRIVE 5,000
    YOUNG LIFE OF PITT COUNTY
    PO BOX 3738
    GREENVILLE,NC27836     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 5,000
    YWCA CENTRAL CAROLINAS - FAMILIES TOGETHER PROGRAM
    3420 PARK RD
    CHARLOTTE,NC28209     		NONE PUBLIC CHARITY CHILDREN'S SERVICES 2,500
    Total .................................bullet 3a 1,990,198
    bApproved for future payment
    ECU EDUCATIONAL FOUNDATION - STEP UP TO THE HIGHEST LEVEL CAPITAL
    WARD SPORTS MEDICAINE BUILDING
    GREENVILLE,NC278584353     		NONE PUBLIC CHARITY FUND DRIVE 60,000
    CAROLINA BASKETBALL FAMILY FUND
    PO BOX 2446
    CHAPEL HILL,NC27515     		NONE PUBLIC CHARITY FUND DRIVE 80,000
    VIDANT MEDICAL FOUNDATION - CANCER CENTER
    PO BOX 8489
    GREENVILLE,NC27835     		NONE PUBLIC CHARITY DISEASE PREVENTION PROGRAM 10,000
    FRIENDS OF THE BATTLESHIP NORTH CAROLINA
    PO BOX 480
    WILMINGTON,NC28402     		NONE PUBLIC CHARITY FUND DRIVE 25,000
    A TIME FOR SCIENCE
    PO BOX 245
    AYDEN,NC28513     		NONE PUBLIC CHARITY SCIENCE EDUCATION AND PLANETARIUM 20,000
    SALVATION ARMY BUILDING FUND
    PO BOX 30280
    GREENVILLE,NC27833     		NONE PUBLIC CHARITY FUND DRIVE 100,000
    GREENVILLE COMMUNITY SHELTERS
    PO BOX 687
    GREENVILLE,NC27835     		NONE PUBLIC CHARITY FUND DRIVE 100,000
    NC CHAMBER FOUNDATION
    701 CORPORATE CENTER DRIVE SUITE
    400
    RALEIGH,NC27607     		NONE PUBLIC CHARITY FUND DRIVE 4,000
    NC COASTAL FEDERATION
    3609 NC HIGHWAY 24
    NEWPORT,NC28570     		NONE PUBLIC CHARITY FUND DRIVE 30,000
    Total .................................bullet 3b 429,000
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 8,981  
    4 Dividends and interest from securities....     14 278,180 137,201
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 -290,259  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPRIVATE ADVISOR PRIVATE EQUITY OTHER INCOME     14 -3,203  
    bPRIVATE ADVISOR PRIVATE EQUITY OTHER INCOME-UBTI 525990 73,516      
    cTHE CEDARS OTHER INCOME     14 -34,955  
    dBELL WRANGLER OTHER INCOME     14 3,139  
    eBELL WRANGLER OTHER INCOME - UBTI 525990 6,972,448      
    fGREENSPRING GLOBAL OTHER INCOME     14 -28,489  
    gGREENSPRING GLOBAL OTHER INCOME - UBTI 525990 107      
    hSJC ONSHORE DIRECT OTHER INCOME     14 39,112  
    12 Subtotal. Add columns (b), (d), and (e).. 7,046,071 -27,494 137,201
    13Total. Add line 12, columns (b), (d), and (e)..................
    137,155,778
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 INCLUDES INTEREST FROM STATE MUNICIPAL BONDS WHICH IS EXCLUDED FROM TAX BY SECTION 103.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
     
    Employer identification number

    56-1844198
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
          		Employer identification number

    56-1844198
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    CHRISTOPHER B SMITH SR 2007 NORTH C  
    PO BOX 1527
     
    GREENVILLE, NC27835

    		$2,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
          		Employer identification number

    56-1844198
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
          		Employer identification number

    56-1844198
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 35,300 33,126   0

    TY 2014 GeneralExplanationAttachment
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Identifier Return Reference Explanation
    COMPENSATION OF OFFICERS AND DIRECTORS 990-PF, PART I, LINE 13 SEE 990-PF, PART VIII, LINE 1 AND STATEMENT 18 FOR ADDITIONAL DETAIL.
    INFORMATION ABOUT OFFICERS AND DIRECTORS 990-PF, PART VIII, LINE I THE DIRECTORS RECEIVE NO COMPENSATION FOR THEIR SERVICES TO THE FOUNDATION AS AN OFFICER AND DIRECTOR, BUT RATHER THE AMOUNTS LISTED ARE PROVIDED FOR SPECIFIC LEGAL, CONSULTING, AND INVESTMENT ADVISORY SERVICES TO THE FOUNDATION PROVIDED BY COMPANIES OWNED (IN PART IF APPLICABLE) BY THE DIRECTOR.AMOUNTS PAID TO ENTITIES THAT HAVE A PRINCIPAL WHO IS ALSO A DIRECTOR OF THE FOUNDATION:CONSULTING FEES PAID TO SIMON INVESTMENT ADVISORY SERVICES (HERMAN SIMON, PRINCIPAL): $24,000INVESTMENT ADVISORY FEES PAID TO SAFE HARBOR FAMILY CAPITAL, LLC (CHRISTOPHER B. SMITH, PRINCIPAL): $260,598
    LEGAL, ACCOUNTING, OTHER PROFESSIONAL FEES 990-PF, PART I, LINES 16 A, B, C AMOUNTS PAID TO ENTITIES THAT HAVE A PRINCIPAL WHO IS ALSO A DIRECTOR. THESE PAYMENTS FIT WITHIN THE PERSONAL SERVICES EXCEPTION TO THE SELF-DEALING RULES. SEE STATEMENT 17 FOR FURTHER DETAIL.

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS-MUTUAL FUNDS 11,102,174 12,178,972
    INVESTMENTS-STOCK 2,751,797 2,785,229

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    5,471,241
    State & Local Government Securities - End of Year Fair Market Value:


    5,471,241


    TY 2014 InvestmentsOtherSchedule2
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    400 CAPITAL CREDIT OPP FUND AT COST 625,000 1,143,662
    ALLBUE LTD AT COST 0 1,678,921
    ARMAJARO COMMODITIES FUND AT COST 0 0
    AVENUE EUROPE INTL AT COST 424,463 29,437
    AXA SECONDARY FUND III AT COST 0 491,283
    AXA SECONDARY FUND V AT COST 909,743 1,786,103
    BELL INSTITUTIONAL FUND V AT COST 1,070,844 1,070,844
    BELL WRANGLER AT COST 271,847 0
    CEDARS AT COST 101,167 406,500
    CEVIAN CAPTIAL II AT COST 2,196,053 3,033,776
    CORRIENTE CHINA OPP OFFSHORE II AT COST 1,000,000 29,049
    ESG DOMESTIC OPP OS FUND AT COST 1,000,000 1,124,723
    ESG NEXUS OFFSHORE FUND AT COST 1,000,000 914,929
    ETON PARK OVERSEAS FUND AT COST 0 121,206
    FORESTER OFFSHORE AT COST 2,742,787 3,858,869
    FORESTER OPPORTUNITIES LTD AT COST 4,000,000 4,349,915
    GREENSPRING GLOBAL V-B AT COST 842,644 1,284,751
    LEGG MASON REAL ESTATE CAPITAL II AT COST 635,246 1,668,831
    LUXOR CAPITAL PARTNERS AT COST 200,119 563,256
    METCAPITAL AT COST 475,000 1,130,715
    MOON CAPITAL GLOBAL AT COST 147,486 837,293
    MORROCROFT SPECIAL OPP FUND II AT COST 0 716,293
    NEON LIBERTY EMERGING MKTS FUND AT COST 1,000,000 1,001,796
    OSPARAIE AT COST 0 0
    OZ ASIA AT COST 536,321 54,581
    OZ EUROPE AT COST 407,031 5,504
    OZ OVERSEAS FUND II AT COST 76,615 1,875,649
    PIPE EQUITY AT COST 349,245 246,005
    PORTFOLIO ADVISORS SEC FUND II AT COST 1,203,025 1,604,114
    PRIVATE ADVISORS-PRIV EQUITY FUND AT COST 0 33,132
    ROUNDTABLE GLOBAL FUND AT COST 1,189,448 1,366
    SAMLYN OFFSHORE AT COST 0 6,759
    SJC ONSHORE DIRECT LENDING FUND II AT COST 922,181 958,536

    TY 2014 LegalFeesSchedule
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 6,486 987   5,435


    TY 2014 OtherAssetsSchedule
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM PARTNERHIPS 0 35,254 35,254
    LOAN TO CEDARS 0 6,500 6,500


    TY 2014 OtherDecreasesSchedule
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSES 4,167 3,910   0


    TY 2014 OtherIncomeSchedule2
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PRIVATE ADVISOR PRIVATE EQUITY OTHER INCOME -3,203 -3,203 -3,203
    PRIVATE ADVISOR PRIVATE EQUITY OTHER INCOME-UBTI 73,516   73,516
    THE CEDARS OTHER INCOME -34,955 -34,955 -34,955
    BELL WRANGLER OTHER INCOME 3,139 3,139 3,139
    BELL WRANGLER OTHER INCOME - UBTI 6,972,448   6,972,448
    GREENSPRING GLOBAL OTHER INCOME -28,489 -28,489 -28,489
    GREENSPRING GLOBAL OTHER INCOME - UBTI 107   107
    SJC ONSHORE DIRECT OTHER INCOME 39,112 39,112 39,112


    TY 2014 OtherIncreasesSchedule
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MONEY MANAGER FEES 298,630 280,241   0


    TY 2014 SubstantialContributorsSch
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Name Address
     
          		PO BOX 1527
    GREENVILLE,NC27835
    EDWARD C SMITH JR 2961 LANDING CIRCLE
    GRIMESLAND,NC27837
    CHRISTOPHER B SMITH NC IRREVOCABLE PO BOX 1527
    GREENVILLE,NC27835


    TY 2014 TaxesSchedule
    Name:
    EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
    EIN: 56-1844198
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD ON INVESTMENTS 1,413 0   0
    FEDERAL INCOME TAXES 2,059,545 0   0
    STATE INCOME TAXES 306,137 0   0