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 2019 through 2025. As of 2025, the organization holds $4.4M in total assets. In 2025, it awarded 7 grants totaling $309K. Net investment income was $606K.
Smith Gen Wa Tr Uw - Item Xxii at a glance
In short: Smith Gen Wa Tr Uw - Item Xxii gave $309K across 7 grants in 2025 (avg $44K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $308,837
- -3.8% vs 2024
- Grants made (2025)
- 7
- -36.4% vs 2024
- Average grant
- $44,120
- +51.2% vs 2024
- Median grant
- $10,000
- Total assets
- $4,383,087
- +8.0% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Smith Gen Wa Tr Uw - Item Xxii funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Calvary Episcopal Church ($243K). Together the top 7 received $309K.
Grant Size Distribution
52 grants across all recorded years
The most common grant size was under $50K: 47 grants of 52 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Smith Gen Wa Tr Uw - Item Xxii gives
- Giving held roughly steady from 2022 to 2025 (+12%). Method
- In 2025 it paid out 117% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $238K (2023) to $323K (2019). In 2025 it made 7 grants totaling $309K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Calvary Episcopal Church Wadesboro, NC | General Operating | $242,837 |
| Anson County Homes for Hope Wadesboro, NC | General Operating | $30,000 |
| Anson County Schools Wadesboro, NC | General Operating | $10,000 |
| Anson Crisis Ministry Wadesboro, NC | General Operating | $10,000 |
| Anson High School Wadesboro, NC | General Operating | $10,000 |
| Anson County Cooperative Extension Wadesboro, NC | General Operating | $3,500 |
| BSA Central NC Council Albemarle, NC | General Operating | $2,500 |
Ready to take the next step with Smith Gen Wa Tr Uw - Item Xxii?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,383,087 | $683,243 | $385,039 | $308,837 | 7 | $345,231 | $605,754 | $296,331 |
| 2024 | $4,059,612 | $183,598 | $392,367 | $320,900 | 11 | $353,429 | $114,279 | $283,236 |
| 2023 | $4,193,041 | $280,327 | $298,568 | $238,403 | 9 | $268,527 | $210,272 | $273,082 |
| 2022 | $4,256,196 | $42,604 | $346,562 | $276,277 | 11 | $307,161 | $82,991 | $277,529 |
| 2021 | $4,551,871 | $480,308 | $320,396 | $253,407 | 14 | $285,791 | $368,046 | $298,968 |
| 2020 | $4,382,189 | $247,589 | $365,744 | $303,558 | 15 | — | $130,747 | $273,571 |
| 2019 | $4,499,384 | $277,884 | $384,739 | $322,992 | 17 | — | $171,620 | $268,160 |
Under IRS private-foundation payout rules, Smith Gen Wa Tr Uw - Item Xxii reported a distributable amount of $296K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Smith Gen Wa Tr Uw - Item Xxii's 2025 filing lists 6 officers; 4 of 6 officers listed in 2025 are compensated.
Officers on the 2025 filing
Frank F. Mills
Director
On filings since 2019
12 hrs/week
$2K (2019) → $0 (2025)
Joanne Huntley
Director
On filings since 2019
12 hrs/week
$2K (2019) → $4K (2025)
Joe E. Gaddy
Director
On filings since 2019
12 hrs/week
$2K (2019) → $0 (2025)
Jerry Johnson
Director
On filings since 2020
12 hrs/week
$1K (2020) → $3K (2025)
Truist Bank
Trustee
On filings since 2021
12 hrs/week
$57K (2021) → $58K (2025)
Ray L. Gaddy
Director
On filings since 2024
12 hrs/week
$2K (2024) → $3K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $58K, to Truist Bank (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Smith Gen Wa Tr Uw - Item Xxii
How much does Smith Gen Wa Tr Uw - Item Xxii give each year?
Smith Gen Wa Tr Uw - Item Xxii gave $309K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $321K across 11 grants.
What is Smith Gen Wa Tr Uw - Item Xxii's typical grant size?
Smith Gen Wa Tr Uw - Item Xxii's median grant in 2025 was $10,000, and its average grant was $44,120, across 7 grants on its 2025 IRS Form 990-PF.
Where does Smith Gen Wa Tr Uw - Item Xxii give grants?
Smith Gen Wa Tr Uw - Item Xxii gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Wadesboro, NC (6 grants).
Does Smith Gen Wa Tr Uw - Item Xxii give general operating support?
Yes: 100% of Smith Gen Wa Tr Uw - Item Xxii's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Smith Gen Wa Tr Uw - Item Xxii's largest grantees?
Smith Gen Wa Tr Uw - Item Xxii's largest 2025 grantees include Calvary Episcopal Church ($242,837), Anson County Homes for Hope ($30,000) and Anson County Schools ($10,000), according to its 2025 IRS Form 990-PF. Together they received 92% of its itemized 2025 grant dollars.
How large is Smith Gen Wa Tr Uw - Item Xxii?
Smith Gen Wa Tr Uw - Item Xxii reported $4.4M in total assets on its 2025 IRS Form 990-PF. It paid out $345K in qualifying distributions that year, against a required minimum of $296K (roughly 5% of its investment assets).
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 $4.4M in total assets as of 2025.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2020–2024
Other open foundation grants in Florida
Florida Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Smith Gen Wa Tr Uw - Item Xxii's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Effie Allen Little Foundation Inc
Wadesboro, NC
The foundation supports community needs, including food and clothing services, children’s programs, education, arts, and historic preservation. Its 2025 grants ranged from $1,000 to $14,836, with a median of $7,250; 90% of grant dollars went to North Carolina and 10% to Georgia. It does not limit giving to preselected organizations, and its filing describes how to apply; no deadline is listed.
Assets
$1.6M
Grants
10
Total Given
$75K
Yost Elizabeth B Tr UWO
Orlando, FL
The foundation supports general operating needs and projects for charitable organizations, with recent grants ranging from $3,500 to $85,500 and a median of $12,500. Its stated geographic limit is Anson County, North Carolina. It accepts requests through Truist Bank using a form and lists no deadline.
Assets
$2.7M
Grants
10
Total Given
$228K
Bennett Lillie Mem Foundation
Wadesboro, NC
Assets
$350K
Grants
7
Total Given
$19K
James R and Bronnie L Braswell Trust
Waxhaw, NC
The trust supports a range of organizations, including universities, community health, food and clothing assistance, housing, and domestic-violence services. Its 2025 grants ranged from $3,000 to $391,457, with a median of $30,000, and most funding went to North Carolina, with smaller amounts to South Carolina and Florida. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$28.5M
Grants
36
Total Given
$1.9M
United Way of Greater Charlotte Inc
Charlotte, NC
United Way of Greater Charlotte supports nonprofits and community initiatives focused on economic opportunity and locally identified needs, including housing, food security, education, health, and mental wellness. Its grants primarily serve Anson, Cabarrus, Mecklenburg, and Union counties; in 2025, the median grant was $30,878, with awards ranging from $5,292 to $1,178,487. Application access varies by program: the 2026 Anson and Cabarrus county processes are invitation-only, while the 2026 Unite Charlotte cycle is open to eligible organizations serving Mecklenburg County.
Assets
$26.7M
Grants
210
Total Given
$11.0M
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
More similar funders
More Funders in Florida
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Smith Gen Wa Tr Uw - Item Xxii's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Smith Gen Wa Tr Uw - Item Xxii down — hundreds of funders to go?