2024-10-24T14:25:03-05:00 2023-12-31 561588934 SMITH STEVENS & FORD PA POST OFFICE BOX 1225 LENOIR NC 286451225 990PF 2023-01-01 566054119 BROYHILL FAMILY FOUNDATION INC BROY 8287586100 800 HICKORY BLVD SW LENOIR NC 28645 SHEILA TRIPLETT-BRADY EXECUTIVE DIRECTOR 8287586100 2024-10-17 1 1 DAVID F STEVENS P00189144 8287588431 2024-10-16 2023 2024-10-15 13:58:12Z X 44621765 X 0 X 30689 30689 891847 891847 5596 5596 5596 2931964 12374110 2931964 147830 147830 4007926 4007926 0 0 0 35669 8917 26752 51966 24633 0 1388 347 1041 6263 1566 4697 513779 128445 385334 609065 163908 417824 1645170 1645170 2254235 163908 2062994 1753691 3844018 187320 574441 574441 3432482 1833812 1833812 69825 34912 69825 69825 23000 0 23000 23000 23000 12436 18363 18363 7649192 8782977 11725961 16253348 18043963 28587248 1806056 16941 1789115 1789115 1789115 4667 0 0 29386472 31135496 44621765 52585 61770 0 21432 52585 83202 X 29333887 31052294 29333887 31052294 29386472 31135496 29333887 1753691 0 31087578 35284 31052294 PUBLICLY TRADED SECURITIES P 12339338 9442146 2897192 2897192 Capital Gains Dividends P 34772 34772 34772 2931964 53432 0 53432 0 53432 32000 0 0 0 32000 571 22003 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A ALAN DEAL 8287586100 800 HICKORY BLVD SW LENOIR NC 28645 1 OC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 M HUNT BROYHILL 800 HICKORY BLVD SW LENOIR NC 28645 CHAIRMAN & CEO 5.00 0 0 0 DANNY A GILBERT 800 HICKORY BLVD SW LENOIR NC 28645 VICE PRESIDENT 5.00 0 0 0 SHEILA TRIPLETT-BRADY 800 HICKORY BLVD SW LENOIR NC 28645 EXECUTIVE DIRECTOR 35.00 0 0 0 CHRISTOPHER R PAVESE 800 HICKORY BLVD SW LENOIR NC 28645 INVESTMENT OFFICER 5.00 0 0 0 B CLAIRE BROYHILL 800 HICKORY BLVD SW LENOIR NC 28645 DIRECTOR 0.00 0 0 0 CARON J BROYHILL 800 HICKORY BLVD SW LENOIR NC 28645 DIRECTOR 0.00 0 0 0 D EUGENE HENDRICKS 800 HICKORY BLVD SW LENOIR NC 28645 DIRECTOR EMERITUS 0.00 0 0 0 NONE 0 BROYHILL INVESTMENTS INC 800 HICKORY BLVD SW LENOIR NC 28645 MANAGEMENT FEES 276234 0 0 39277982 2806057 1857580 43941619 0 0 43941619 659124 43282495 2164125 2164125 53432 53432 2110693 0 2110693 0 2110693 2062994 0 2062994 2110693 1644682 0 0 2062994 1644682 0 0 418312 0 0 0 0 0 0 0 0 1692381 0 0 0 BROYHILL FAMILY FOUNDATION INC 800 HICKORY BLVD SW LENOIR NC 28645 8287586100 GRANT REQUESTS ACCEPTED IN LETTER FORMAT NONE MUST MEET 501(c)(3) QUALIFICATIONS - PREFERENCE TO CALDWELL COUNTY, NC AND SURROUNDING AREAS. PAY IT FORWARD FOOD PANTRY 2058 HARPER AVE NW LENOIR NC 28645 PC INDIGENT SUPPORT 5000 HEROES ON THE MOUNTAIN 940 SKI MOUNTAIN RD BLOWING ROCK NC 28605 PC MISCELLANEOUS SUPPORT 1000 ROBIN'S NESTCHILDREN'S ADVOCACY CENTER 1051 HARPER AVE SW LENOIR NC 28645 PC YOUTH DEVELOPMENT 10000 YMCATRIANGLE AREA 801 CORPORATE CENTER DR SUITE 200 RALEIGH NC 27607 PC YOUTH DEVELOPMENT 5000 LENOIR RHYNE COLLEGE 625 7TH AVE NE HICKORY NC 28601 PC EDUCATIONAL SUPPORT 1500 OAK HILL DEVELOPMENTCHARTER SCHOOL 4603 OAK HILL SCHOOL RD LENOIR NC 28645 PC EDUCATIONAL SUPPORT 50000 ANTI-DEFAMIATION LEAGUE FOUNDATION 605 THIRD AVENUE NEW YORK NY 10158 PC FREE ENTERPRISE SUPPORT 10000 SHRINERS HOSPITALS FOR CHILDREN 2900 ROCKY POINT DR TAMPA FL 33607 PC HEALTH & HOSPITALS 500 BLOWING ROCK CIVIC ASSOCIATION PO BOX 2471 BLOWING ROCK NC 28605 PC CIVIC SUPPORT 1500 CALDWELL COUNTY SHERIFF'S DEPT 2351 MORGANTON BLVD SW LENOIR NC 28645 GOV CIVIC SUPPORT 6720 THE LIFE CENTER 1925 VALWAY RD LENOIR NC 28645 NC RELIGIOUS SUPPORT 200 CALDWELL COMMUNITY COLLEGE - CIVIC CENTER 2855 HICKORY BLVD HUDSON NC 28638 PC EDUCATIONAL SUPPORT 15000 HAPPY VALLEY FIDDLERS CONVENTION 3590 NC HWY 268 LENOIR NC 28645 PC ARTS SUPPORT 5000 FORT DEFIANCE PO BOX 686 LENOIR NC 28645 PC ARTS SUPPORT 10000 CALDWELL HERITAGE MUSEUM 112 VAIDEN ST SW LENOIR NC 28645 PC ARTS SUPPORT 5500 CITY OF LENOIR 224 SUNNYBROOK RD RALEIGH NC 27610 N/A GOV CIVIC SUPPORT 2000 AMERICAN RED CROSS - CATAWBA VALLEY 1375 LENOIR RHYNE BLVD SE 119 HICKORY NC 28601 N/A PC HEALTH & HOSPITALS 7500 AMERICAN HOME FURNISHINGS ALLIANCE 1912 EASTCHESTER DR SUITE 100 HIGH POINT NC 27265 N/A PC ARTS & MUSEUM SUPPORT 53500 AMOREM 902 KIRKWOOD ST NW LENOIR NC 28645 N/A PC HEALTH SUPPORT 100 ASU FOUNDATION ASU BOX 32156 BOONE NC 28608 N/A PC ARTS SUPPORT 21500 APPALACIAN REGIONAL HEALTHCARE FOUNDATION PO BOX 2600 BOONE NC 28607 N/A PC SCHOLARSHIP 10000 BETHEL COLONY OF MERCY 1675 BETHEL COLONY RD LENOIR NC 28645 N/A PC HEALTH SUPPORT 5000 BILLY GRAHAM EVANGELICAL ASSOCIATION 1 BILLY GRAHAM PARKWAY CHARLOTTE NC 28201 N/A PC RELIGIOUS SUPPORT 5000 BLOWING ROCK ART & HISTORY MUSEUM 159 GINNY STEVENS LANE BLOWING ROCK NC 28605 N/A PC CIVIC SUPPORT 6500 BOY SCOUTSPIEDMONT COUNCIL 1222 E FRANKLIN BLVD GASTONIA NC 28054 N/A PC YOUTH DEVELOPMENT 12500 BROYHILL CHILDREN'S HOMES PO BOX 338 THOMASVILLE NC 27361 N/A PC YOUTH DEVELOPMENT 11000 CALDWELL ARTS COUNCIL 601 COLLEGE AVENUE LENOIR NC 28645 N/A PC ARTS SUPPORT 15000 CALDWELL COMMUNITY COLLEGE & TECHNICAL INSTITUTE FOUNDATION 2855 HICKORY BLVD HUDSON NC 28638 N/A PC EDUCATIONAL SUPPORT 50500 CALDWELL COUNCIL ON ADOLESCENT HEALTH 506 WILKESBORO BLVD LENOIR NC 28645 N/A PC YOUTH DEVELOPMENT 10000 CALDWELL COUNTY SCHOOLS 1914 HICKORY BLVD LENOIR NC 28645 N/A PC SCHOLARSHIPS 5000 CALDWELL COUNTY YOKEFELLOW 202 HARPER AVENUE LENOIR NC 28645 N/A PC INDIGENT SUPPORT 25000 CALDWELL FRIENDS 918 WEST AVE NW LENOIR NC 28645 N/A PC YOUTH DEVELOPMENT 3500 CALDWELL HALFWAY HOUSE 951 KENHAM PL SW LENOIR NC 28645 N/A PC CIVIC SUPPORT 10000 CALDWELL MEMORIAL HOSPITAL FOUNDATION PO BOX 1890 LENOIR NC 28645 N/A PC HEALTH SUPPORT 205500 CALDWELL PEOPLE 414 STONECROFT DR SE LENOIR NC 28645 N/A PC INDIGENT SUPPORT 5000 CALDWELL PREGNANCY CARE CENTER 210 RIDGE STREET LENOIR NC 28645 N/A PC INDIGENT SUPPORT 7000 CALDWELL SENIOR CENTER 650 PENNTON AVE SW LENOIR NC 28645 N/A PC CIVIC SUPPORT 7500 CATAWBA SCIENCE CENTER 243 3RD AVE NE HICKORY NC 28601 N/A PC MUSEUM SUPPORT 5000 CATAWBA VALLEY YOUNG LIFE PO BOX 9251 HICKORY NC 28601 N/A PC YOUTH DEVELOPMENT 5000 CITY OF HOPE (AHFI) 202 NEAL PLACE SUITE 101 HIGH POINT NC 27262 N/A PC HEALTH & HOSPITALS 3900 CITY OF LENOIR PARKS AND RECREATION PO BOX 958 LENOIR NC 28645 N/A GOV PARKS & RECREATION 93400 COMMUNITIES IN SCHOOLS 616 ASHE AVE NW LENOIR NC 28645 N/A PC YOUTH DEVELOPMENT 6750 CORNERSTONE COUNSELING SERVICE 439 1ST AVE NW HICKORY NC 28601 N/A PC MISCELLANEOUS SUPPORT 5000 COUNCIL ON ADOLESCENTS OF CATAWBA COUNTY 1120 FAIRGROVE CHURCH RD 22 HICKORY NC 28602 N/A PC YOUTH DEVELOPMENT 2500 CROSSNORE SCHOOL 100 DAR DR CROSSNORE NC 28657 N/A PC EDUCATIONAL SUPPORT 25000 EAGLE ROCK CAMP 113 1ST AVENUE S CONOVER NC 28613 N/A PC MISCELLANEOUS SUPPORT 12000 FAMILY CARE CENTER OF CATAWBA VALLEY 2875 HIGHLAND AVE HICKORY NC 28601 N/A PC INGIGENT SUPPORT 5000 FEDERATION FOR AMERICAN IMMIGRATION REFORM 25 MASSACHUSETTS AVE NW STE 330 WASHINGTON DC 20001 N/A PC FREE ENTERPRISE SUPPORT 2500 FELLOWSHIP OF CHRISTIAN ATHLETES 8710 LEEDS ROAD KANSAS CITY MO 64129 N/A PC YOUTH DEVELOPMENT 5000 FIRST BAPTIST CHURCH MAIN ST LENOIR NC 28645 N/A NC RELIGIOUS SUPPORT 5450 FIRST UNITED METHODIST CHURCH 309 CHURCH ST NW LENOIR NC 28645 N/A NC RELIGIOUS SUPPORT 11000 FURNITURE LIBRARY FOUNDATION 1009 N MAIN ST HIGH POINT NC 27262 N/A PC ARTS & MUSEUM SUPPORT 5000 HABITAT FOR HUMANITY OF CALDWELL CO 1216 HARPER AVE LENOIR NC 28645 N/A PC INDIGENT SUPPORT 25000 HART SQUARE FOUNDATION 679 6TH ST NW HICKORY NC 28601 N/A PC ARTS SUPPORT 15000 HELPING HANDS CLINIC 810 HARPER AVENUE LENOIR NC 28645 N/A PC HEALTH SUPPORT 50000 HICKORY MUSEUM OF ART 243 3RD AVE NE HICKORY NC 28601 N/A PC ARTS & MUSEUM SUPPORT 10000 HOPEWAY FOUNDATION 1717 SHARON RD W CHARLOTTE NC 28210 N/A PC HEALTH SUPPORT 20000 INDEPENDENT COLLEGE FUND OF NC 530 N BLOUNT STREET RALEIGH NC 27604 N/A PC EDUCATIONAL SUPPORT 25000 JAMES C HARPER SCHOOL OF PERFORMING ARTS 1113 COLLEGE AVE SW LENOIR NC 28645 N/A PC ARTS SUPPORT 15150 JESSE HELMS CENTER 3910 US HWY 74E WINGATE NC 28174 N/A PC FREE ENTERPRISE SUPPORT 10000 LEES-MCRAE COLLEGE 191 MAIN ST E BANNER ELK NC 28604 N/A PC EDUCATIONAL SUPPORT 50000 LENOIR POLICE DEPARTMENT 1035 WEST AVE NW LENOIR NC 28645 N/A GOV CIVIC SUPPORT 3000 LENOIR SOUP KITCHEN 1113 COLLEGE AVE SW LENOIR NC 28645 N/A PC INDIGENT SUPPORT 6500 MAKE-A-WISH FOUNDATION 1702 EAST HIGHLAND AVE SUITE 400 PHOENIX AZ 85016 N/A PC INDIGENT SUPPORT 4000 MARCH OF DIMES 1220 COMMERCE ST SW NEWTON NC 28613 N/A PC HEALTH SUPPORT 2500 NAVY SEAL FOUNDATION 1619 D STREET VIRGINIA BEACH VA 23459 N/A PC CIVIC SUPPORT 45000 NC SCHOOL OF SCIENCE AND MATH 901 BURKEMONT AVE MORGANTON NC 28655 N/A NC RELIGIOUS SUPPORT 200000 NORTH AMERICAN LAND TRUST PO BOX 467 CHADDS FORT PA 19317 N/A PC MISCELLANCOUS SUPPORT 5000 NORTH CAROLINA ZOOLOGICAL SOCIETY 4403 ZOO PARKWAY ASHEBORO NC 27205 N/A PC PARKS & RECREATION 21000 OCEAN REEF MEDICAL 50 BARRACUDA LANE KEY LARGO FL 33037 N/A PC HEALTH SUPPORT 15000 PINEWOOD MONTESSORI SCHOOL 109 MILLSTONE DR STE 1 HILLSBOROUGH NC 27278 N/A PC EDUCATIONAL SUPPORT 15000 PREVENT BLINDNESS 225 WEST WACKER DR STE 400 CHICAGO IL 60606 N/A PC HEALTH SUPPORT 2500 SABRE SOCIETY 2908 2ND AVE NW HICKORY NC 28601 N/A PC ARTS & MUSEUM SUPPORT 100000 SOUTH CALDWELL CHRISTIAN MINISTRIES 5 QUARRY RD GRANITE FALLS NC 28630 N/A PC INDIGENT SUPPORT 15000 SPECIAL OLYMPICS NC 2200 GATEWAY CENTRE BLVD STE 201 MORRISVILLE NC 27560 N/A PC MISCELLANEOUS SUPPORT 5000 SWIM ACROSS AMERICA 8508 PARK RD 389 CHARLOTTE NC 28210 N/A PC HEALTH SUPPORT 5000 TOMORROW'S AMERICA FOUNDATION 1450 BEERSHEBA RD S CLOVER SC 29710 N/A PC YOUTH DEVELOPMENT 100000 TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DR TRIANGLE VA 22172 N/A PC INDIGENT SUPPORT 1500 UNC HEALTH FOUNDATION 123 WEST FRANKLIN STREET CHAPEL HILL NC 27516 N/A PC HEALTH & HOSPITALS 10000 UNIVERSITY OF N ALABAMA FOUNDATION UNA BOX 5113 FLORENCE AL 35632 N/A PC EDUCATIONAL SUPPORT 2500 WESTERN PIEDMONT SYMPHONY 243 3RD AVE NE HICKORY NC 28601 N/A PC ARTS SUPPORT 10000 WIG BANK OF CALDWELL COUNTY 226 MULBERRY ST SW LENOIR NC 28645 N/A NC RELIGIOUS SUPPORT 8500 YMCA - CATAWBA VALLEY 701 1ST ST NW HICKORY NC 28601 N/A PC PARKS & RECREATION 50000 1645170 AMERICAN HOME FURNISHINGS HALL OF FAME FOUNDATION 202 NEAL PLACE SUITE 101 HIGH POINT NC 27262 N/A PC ARTS & MUSEUM 12500 TOMORROW'S AMERICA FOUNDATION PO BOX 65 YORK SC 29745 N/A PC YOUTH DEVELOPMENT 100000 WESTERN PIEDMONT SYMPHONY 243 3RD AVE NE HICKORY NC 28601 N/A PC ARTS SUPPORT 30000 BAPTIST CHILDREN'S HOME OF NC PO BOX 338 THOMASVILLE NC 27361 PC YOUTH DEVELOPMENT 14000 CALDWELL COUNTY SCHOOLS 1914 HICKORY BLVD SW LENOIR NC 28645 PC EDUCATIONAL SUPPORT 500 CALDWELL COMMUNITY COLLEGE & TECHNICAL INSTITUTE FOUNDATION 2855 HICKORY BLVD HUDSON NC 28638 PC EDUCATIONAL SUPPORT 30000 LENOIR POLICE DEPARTMENT 1035 WEST AVE NW LENOIR NC 28645 GOV CIVIC SUPPORT 3000 PIEDMONT COUNCIL OF BOY SCOUTS 1222 E FRANKLIN BLVD GASTONIA NC 28054 PC YOUTH DEVELOPMENT 13000 203000 14 30689 14 891847 16 5596 14 34772 2897192 PARTNERSHIP INCOME 14 147830 0 962904 3045022 4007926 8 GAIN ON SALE OF INVESTMENT SECURITIES HELD FOR CHARITABLE PURPOSES 11a PARTNERSHIP INCOME HELD FOR CHARITABLE PURPOSES 11b MISCELLANEOUS INCOME HELD FOR CHARITABLE PURPOSES 0 0 0 0 0 0 0 0 0 0 SMITH, STEVENS & FORD, PA 35669 8917 26752 CORPORATE STOCK 8782977 11725961 OTHER INVESTMENTS AT COST 14608689 23126634 PARTNERSHIP INTERESTS AT COST 3435274 5460614 EXCISE TAX RECEIVABLE 4667 BOOK TO CASH ACCRUAL DIFFERENCE 35284 ADVISORY FEES 217263 54316 162947 INVESTMENT EXPENSES 3698 925 2773 MISCELLANEOUS 15762 3940 11822 OFFICE SUPPLIES & POSTAGE 822 205 617 MANAGEMENT FEES 276234 69059 207175 PARTNERSHIP INCOME 147830 147830 147830 EXCISE TAX PAYABLE 0 21432 PROPERTY TAXES 11119 11119 0 FOREIGN TAXES 13514 13514 0 EXCISE TAXES 27333 0 0