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.
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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
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 include Calvary Episcopal Church ($251,900), Anson County Homes for Hope ($20,000), Anson County Historical Society ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANSON COUNTY COOPERATIVE EXTENSION WADESBORO, NC | GENERAL OPERATING | $3,500 |
| ANSON COUNTY HISTORICAL SOCIETY WADESBORO, NC | GENERAL OPERATING | $10,000 |
| ANSON CO PARTNERSHIP FOR CHILDREN WADESBORO, NC | GENERAL OPERATING | $500 |
| ANSON COUNTY SCHOOLS WADESBORO, NC | GENERAL OPERATING | $10,000 |
| BSA CENTRAL NC COUNCIL ALBEMARLE, NC | GENERAL OPERATING | $2,500 |
| BURNSVILLE RECREATION & LEARNING POLKTON, NC | GENERAL OPERATING | $5,000 |
| AMERICAN RED CROSS - UNION COUNTY MONROE, NC | GENERAL OPERATING | $2,500 |
| ANSON COUNTY HOMES FOR HOPE WADESBORO, NC | GENERAL OPERATING | $20,000 |
| ANSON COUNTY ARTS COUNCIL WADESBORO, NC | GENERAL OPERATING | $5,000 |
| CALVARY EPISCOPAL CHURCH WADESBORO, NC | GENERAL OPERATING | $251,900 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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.
Explore Open Grants
Browse active grant opportunities in Smith Gen Wa Tr Uw - Item Xxii's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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