Smith Gen Wa Tr Uw - Item Xxii
Smith Gen Wa Tr Uw - Item Xxii is a private foundation focused on Philanthropy, based in Orlando, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 11 grants totaling $321K. Net investment income was $114K.
Key facts about Smith Gen Wa Tr Uw - Item Xxii
- EIN
- 56-6042630
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $320,900
- Grants made (2024)
- 11
- Average grant
- $29,173
- Median grant
- $5,000
- New grantees (estimate)
- 27% first-time grantees (3 of 11, 2024)
- Total assets
- $4,059,612
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Smith Gen Wa Tr Uw - Item Xxii funds
By grant dollars, the top recipient states for Smith Gen Wa Tr Uw - Item Xxii's 11 itemized 2024 grants were North Carolina (100%). The most frequent recipient cities were Wadesboro, NC (8 grants). 100% of grants with a stated purpose were for general or operating support.
Is Smith Gen Wa Tr Uw - Item Xxii open to new grantees?
27%
first-time grantees, 2024
In 2024, 3 of 11 grantees (27%) were first-time recipients. First grants averaged $8K; repeat grants $37K. How we count
Medians: $3K first-time, $8K repeat.
- 55% of 2024 grantees were also funded in 2023. Method
- Giving grew 27% from 2021 to 2024. Method
- In 2024 it paid out 125% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Smith Gen Wa Tr Uw - Item Xxii
- How to evaluate Smith Gen Wa Tr Uw - Item Xxii as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.1M
-3.2% YoY
Annual Giving
$321K
+34.6% YoY
Grant Count
11
+22.2% YoY
Avg Grant Size
$29K
+10.1% YoY
Under IRS private-foundation payout rules, Smith Gen Wa Tr Uw - Item Xxii reported a distributable amount of $283K for 2024 — the minimum it must pay out in qualifying distributions.
About Smith Gen Wa Tr Uw - Item Xxii
Based on IRS filings
Smith Gen Wa Tr Uw - Item Xxii is a private foundation focused on Philanthropy, based in Orlando, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 11 grants totaling $321K. Net investment income was $114K.
Focus Areas
Ready to take the next step with Smith Gen Wa Tr Uw - Item Xxii?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 11 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,059,612 | $4,193,041 | $4,256,196 |
| Revenue | $183,598 | $280,327 | $42,604 |
| Expenses | $392,367 | $298,568 | $346,562 |
| Qualifying Distributions | $353,429 | $268,527 | $307,161 |
| Net Investment Income | $114,279 | $210,272 | $82,991 |
| Distributable Amount | $283,236 | $273,082 | $277,529 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
60 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Calvary Episcopal Church ($251,900), Anson County Homes for Hope ($20,000), Anson County Historical Society ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CALVARY EPISCOPAL CHURCH Wadesboro, NC | GENERAL OPERATING | $251,900 |
| ANSON COUNTY HOMES FOR HOPE Wadesboro, NC | GENERAL OPERATING | $20,000 |
| ANSON COUNTY HISTORICAL SOCIETY Wadesboro, NC | GENERAL OPERATING | $10,000 |
| ANSON COUNTY SCHOOLS Wadesboro, NC | GENERAL OPERATING | $10,000 |
| ANSON CRISIS MINISTRY Wadesboro, NC | GENERAL OPERATING | $10,000 |
| BURNSVILLE RECREATION & LEARNING Polkton, NC | GENERAL OPERATING | $5,000 |
| ANSON COUNTY ARTS COUNCIL Wadesboro, NC | GENERAL OPERATING | $5,000 |
| ANSON COUNTY COOPERATIVE EXTENSION Wadesboro, NC | GENERAL OPERATING | $3,500 |
| BSA CENTRAL NC COUNCIL Albemarle, NC | GENERAL OPERATING | $2,500 |
| AMERICAN RED CROSS - UNION COUNTY Monroe, NC | GENERAL OPERATING | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Truist Bank | Trustee | 12 | $56,229 |
| Joe E Gaddy | Director | 12 | $200 |
| Joanne Huntley | Director | 12 | $3,600 |
| Frank F Mills | Director | 12 | — |
| Jerry Johnson | Director | 12 | $2,950 |
| Ray L Gaddy | Director | 12 | $2,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Smith Gen Wa Tr Uw - Item Xxii?
Smith Gen Wa Tr Uw - Item Xxii is a private foundation focused on Philanthropy, based in Orlando, FL. It holds $4.1M in total assets as of 2024.
How large is Smith Gen Wa Tr Uw - Item Xxii?
As of 2024, Smith Gen Wa Tr Uw - Item Xxii holds $4.1M in total assets with $184K in annual revenue. It awarded 11 grants totaling $321K in 2024.
Where does Smith Gen Wa Tr Uw - Item Xxii operate?
Smith Gen Wa Tr Uw - Item Xxii has awarded grants in North Carolina.
What size grants does Smith Gen Wa Tr Uw - Item Xxii award?
In 2024, Smith Gen Wa Tr Uw - Item Xxii awarded 11 grants totaling $321K — an average of about $29K per grant, based on its IRS Form 990 filings.
How much is Smith Gen Wa Tr Uw - Item Xxii required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Smith Gen Wa Tr Uw - Item Xxii reported a distributable amount of $283K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Smith Gen Wa Tr Uw - Item Xxii's EIN?
Smith Gen Wa Tr Uw - Item Xxii's EIN (Employer Identification Number) is 56-6042630. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.