Form990-PF

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
SMITH GEN WA TR UW - ITEM XXII
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2907 - MC 100-01-02-50
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILSON, NC278942907
A Employer identification number

56-6042630
B Telephone number (see instructions)

(704) 954-1125
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,768,235J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 88,971
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 125,467 124,849  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,151
b Gross sales price for all assets on line 6a 1,724,816
7 Capital gain net income (from Part IV, line 2)... 33,151
8 Net short-term capital gain......... 0
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).......      
12 Total. Add lines 1 through 11........ 247,589 158,000  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 59,257 26,028   33,229
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 400 0 0 400
c Other professional fees (attach schedule).... Click to see attachment 40     40
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,460 1,196   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 29 29    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 62,186 27,253 0 33,669
25 Contributions, gifts, grants paid....... 303,558 303,558
26 Total expenses and disbursements. Add lines 24 and 25 365,744 27,253 0 337,227
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -118,155
b Net investment income (if negative, enter -0-) 130,747
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............   118 118
2 Savings and temporary cash investments......... 59,826 87,596 87,596
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,689,780 Click to see attachment852,739 1,451,939
c Investments—corporate bonds (attach schedule)....... 2,749,778 Click to see attachment2,757,173 2,902,424
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment684,563 1,326,158
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,499,384 4,382,189 5,768,235
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
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,499,384 4,382,189
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,499,384 4,382,189
30 Total liabilities and net assets/fund balances (see instructions). 4,499,384 4,382,189
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,499,384
2
Enter amount from Part I, line 27a .....................
2
-118,155
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
9,097
4
Add lines 1, 2, and 3 ..........................
4
4,390,326
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,137
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,382,189
Form 990-PF (2020)
Form 990-PF (2020)
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 50000. CONNECTICUT ST TXBL SER B GO DTD 11/16/2012 2.201% 10/15/2020   2016-10-26 2020-01-10
b 90. ALBEMARLE CORP COMMON   2019-05-16 2020-01-13
c 15. DANAHER CORP COMMON   2017-08-25 2020-01-13
d 30. GILEAD SCIENCES INC   2016-03-03 2020-01-13
e 30. HONEYWELL INTERNATIONAL INC   2015-05-08 2020-01-13
120. MAXIM INTEGRATED PRODUCTS INC COMON     2020-01-13
40. MICROSOFT CORPORATION   2011-12-27 2020-01-13
385. PFIZER INCORPORATED     2020-01-13
100. VIACOMCBS INC CL B     2020-01-13
200. WELLS FARGO & CO NEW   2015-02-03 2020-01-13
30. ACCENTURE PLC IRELAND SHS     2020-01-13
29000. US TREASURY NOTE DTD 02/01/2016 1.375% 0   2019-05-09 2020-01-28
20000. HYATT HOTELS CORP DTD 08/16/2018 4.375%     2020-02-03
26000. CONAGRA BRANDS INC DTD 10/22/2018 4.6% 1   2019-04-22 2020-02-11
27000. U.S. TREASURY NOTES 3.125% 11/15/28   2019-02-08 2020-02-24
15000. US TREASURY NOTE DTD 2/28/2014 2% 02/28/   2020-02-10 2020-02-25
175. CARNIVAL CORP PAIRED CTF 1 COM   2018-06-08 2020-02-27
31000. US TREASURY BILL DTD 02/28/2019 0% 02/27   2020-02-24 2020-02-27
45. CHECKPOINT SOFTWARE TECHNOLOGY COMMON   2012-10-26 2020-02-27
32000. U.S. TREASURY NOTES 2.375% 5/15/29   2020-02-25 2020-03-03
16000. U.S. TREASURY NOTES 2.375% 5/15/29     2020-03-06
15000. U.S. TREASURY NOTES 2.375% 5/15/29     2020-03-09
400. OCCIDENTAL PETE CORP   2017-06-20 2020-03-11
470. WELLS FARGO & CO NEW     2020-03-11
180. ALASKA AIR GROUP INC     2020-03-16
375. DELTA AIR LINES INC   2019-01-11 2020-03-16
125. DELTA AIR LINES INC   2019-07-11 2020-03-16
235. NORWEGIAN CRUISE LINE HLDGS LT LTD COMMO     2020-03-16
150. ROYAL CARIBBEAN CRUISES LTD   2019-11-05 2020-03-16
91.734 DOUBLELINE TOTL RET BND-I   2012-09-07 2020-03-24
93.859 METROPOLITAN WEST T/R BD-PLN   2013-02-27 2020-03-24
32.941 PGIM INVESTMENTS TTL RETURN BOND R6   2018-02-23 2020-03-24
124.823 STERLING CAPITAL TOTAL RETURN BOND FUND   2013-02-27 2020-03-24
30000. U.S. TREASURY NOTES 2.375% 8/15/24   2019-08-15 2020-03-24
30000. US TREASURY NOTE DTD 2/28/2014 2% 02/28/     2020-03-25
25000. CINTAS CORP NO. 2 DTD 03/14/2017 3.7% 04   2017-07-11 2020-03-30
71000. US TREASURY BILL DTD 02/04/2020 0% 03/31     2020-03-31
16000. U.S. TREASURY NOTES 2.750% 2/15/28   2019-08-15 2020-04-29
41000. US TREASURY NOTE DTD 2/28/2014 2% 02/28/     2020-04-30
100. ACTIVISION BLIZZARD INC     2020-05-04
700. CABOT OIL AND GAS   2020-01-13 2020-05-04
762. ENBRIDGE INC     2020-05-04
800. GENERAL MOTORS CO     2020-05-04
60. HOLOGIC INC COMMON   2018-02-22 2020-05-04
550. MORGAN STANLEY DEAN WITTER DIS CO   2018-11-28 2020-05-04
20. VERISK ANALYTICS INC CL A   2014-03-25 2020-05-04
85. CROWN CASTLE INTL CORP REIT   2017-02-06 2020-05-13
30. GILEAD SCIENCES INC     2020-05-13
33219.3 U.S. TREASURY TIPS 0.625% 1/15/24   2016-06-01 2020-05-13
105. VIACOMCBS INC CL B   2015-08-25 2020-05-13
17000. FED NATL MTG ASSN DTD 02/05/2016 1.375%   2016-09-01 2020-05-26
25000. PIONEER NATURAL RESOURCES DTD 06/26/2012 CALLABLE 3.95% 07/15/2   2017-06-08 2020-05-27
30000. MARYLAND ST BDS SECOND SERIES A DTD 08/28/2019 5% 08/01/2026   2020-03-24 2020-06-05
27000. U.S. TREASURY NOTES 2.875% 8/15/28   2019-08-08 2020-06-09
35000. U.S. TREASURY NOTES 1.625% 8/15/29   2020-02-28 2020-06-16
12000. U S TREASURY NOTES 3.125% 05/15/21     2020-07-02
25000. CROWN CASTLE INTL CORP DTD 04/15/2014 4.   2017-07-11 2020-07-06
4000. BANK OF AMER CRP MTN 3.300% 1/11/23   2016-05-03 2020-07-15
4000. BANK OF NY MELLN MTN 2.950% 1/29/23   2018-10-05 2020-07-15
5000. CITIGROUP INC 3.750% 6/16/24   2014-09-18 2020-07-15
5000. FISERV INC 3.200% 7/01/26   2019-06-10 2020-07-15
5000. HUNTINGTON BANCS INC 4.000% 5/15/25   2018-05-08 2020-07-15
5000. MITSUBISHI UFJ FINL 3.677% 2/22/27   2018-06-13 2020-07-15
21000. U.S. TREASURY NOTES 1.500% 8/15/26   2020-06-05 2020-07-15
28000. U S TREASURY NOTES 3.125% 05/15/21   2014-07-08 2020-07-15
5000. UNITED TECH CORP 4.125% 11/16/28   2019-06-20 2020-07-15
8000. VIRGINIA ELEC & PWR 2.950% 1/15/22   2018-09-04 2020-07-15
286. ISHARES TR HIGH YLD CORP   2020-05-26 2020-07-28
255. ISHARES TR HIGH YLD CORP   2020-05-26 2020-07-31
20000. SHIRE ACQ INV IRELAND DA DTD 09/23/2016   2019-06-10 2020-08-10
30000. GOLDMAN SACHS GROUP INC DTD 02/25/2016 2     2020-08-28
24000. U.S. TREASURY NOTES 2.750% 2/15/28   2019-08-15 2020-09-10
30000. U.S. TREASURY NOTES 1.875% 1/31/22   2019-05-09 2020-09-30
25000. DALLAS TX WTRWRKS & SWR SYS REV TXBL-REF-SER B DTD 03/25/2015 2   2015-03-11 2020-10-01
30000. SIMON PROP GP LP 2.625% 6/15/22   2017-07-14 2020-10-05
15. FEDEX CORPORATION   2019-01-11 2020-10-13
405. MAXIM INTEGRATED PRODUCTS INC COMON   2013-06-12 2020-10-13
3220. VANGUARD FTSE DEVELOPED MARKETS ETF   2018-08-28 2020-10-13
50. CHECKPOINT SOFTWARE TECHNOLOGY COMMON   2012-10-26 2020-10-13
100. ABBVIE INC     2020-10-22
30. HOME DEPOT INCORPORATED   2019-03-07 2020-10-22
9053.879 LAZARD EMERGING MARKETS FD INSTL CL     2020-10-22
65. RYMAN HOSPITALITY PPTYS INC REIT     2020-10-22
10000. PROCTER & GAMBLE CO DTD 03/23/2020 2.45%     2020-10-29
8000. SHIRE ACQ INV IRELAND DA DTD 09/23/2016   2019-06-10 2020-11-13
30000. AT&T INC 4.125% 2/17/26   2016-02-02 2020-11-20
50000. LANCASTER EDUCTNL ASSISTANCE PROGRAM INC SC INSTALLMENT TXBL-R   2014-03-11 2020-12-01
20000. REPUBLIC SERVICES INC SERVICES INC DTD 05/21/2012 CALLABLE 3.55   2015-09-25 2020-12-09
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 50,041   50,188 -147
b 6,797   6,244 553
c 2,389   1,232 1,157
d 1,925   2,634 -709
e 5,429   2,929 2,500
7,416   3,665 3,751
6,514   1,045 5,469
15,117   6,392 8,725
4,085   4,617 -532
10,409   10,685 -276
6,285   2,355 3,930
28,950   28,735 215
22,208   19,972 2,236
29,252   27,197 2,055
30,947   28,035 2,912
15,100   15,073 27
5,419   10,642 -5,223
30,998   30,998  
4,528   1,989 2,539
35,891   34,880 1,011
18,320   17,102 1,218
17,344   15,919 1,425
4,892   24,068 -19,176
15,524   23,822 -8,298
5,689   10,901 -5,212
12,908   18,050 -5,142
4,303   7,530 -3,227
2,711   9,926 -7,215
4,911   17,035 -12,124
942   1,041 -99
958   963 -5
440   468 -28
1,302   1,368 -66
32,346   31,197 1,149
30,506   30,017 489
25,577   25,712 -135
70,959   70,959  
18,688   17,465 1,223
41,624   40,883 741
6,602   4,853 1,749
13,900   11,977 1,923
22,483   21,746 737
16,274   24,792 -8,518
2,990   2,336 654
20,754   24,959 -4,205
3,080   1,234 1,846
13,251   7,372 5,879
2,332   2,588 -256
34,205   34,195 10
1,726   4,606 -2,880
17,149   17,020 129
26,125   25,631 494
37,885   33,972 3,913
31,645   29,342 2,303
37,891   36,505 1,386
12,305   12,246 59
26,850   25,911 939
4,266   4,033 233
4,242   3,930 312
5,546   4,968 578
5,607   5,011 596
5,664   4,984 680
5,641   4,901 740
22,391   22,071 320
28,690   28,231 459
5,970   5,453 517
8,229   7,948 281
24,197   23,472 725
21,685   20,928 757
20,436   19,917 519
30,312   29,975 337
27,944   26,100 1,844
30,701   29,862 839
25,000   25,000  
30,832   30,067 765
4,120   2,529 1,591
29,894   11,000 18,894
135,286   140,288 -5,002
6,388   2,210 4,178
8,468   5,604 2,864
8,502   5,492 3,010
139,611   132,863 6,748
2,676   2,087 589
10,757   10,016 741
8,125   7,967 158
34,882   30,086 4,796
50,000   49,357 643
20,917   20,097 820
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
      746
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       -147
b       553
c       1,157
d       -709
e       2,500
      3,751
      5,469
      8,725
      -532
      -276
      3,930
      215
      2,236
      2,055
      2,912
      27
      -5,223
       
      2,539
      1,011
      1,218
      1,425
      -19,176
      -8,298
      -5,212
      -5,142
      -3,227
      -7,215
      -12,124
      -99
      -5
      -28
      -66
      1,149
      489
      -135
       
      1,223
      741
      1,749
      1,923
      737
      -8,518
      654
      -4,205
      1,846
      5,879
      -256
      10
      -2,880
      129
      494
      3,913
      2,303
      1,386
      59
      939
      233
      312
      578
      596
      680
      740
      320
      459
      517
      281
      725
      757
      519
      337
      1,844
      839
       
      765
      1,591
      18,894
      -5,002
      4,178
      2,864
      3,010
      6,748
      589
      741
      158
      4,796
      643
      820
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 33,151
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,817
c All other domestic foundations enter 1.39% 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 1,817
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 1,817
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,716
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,010
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,726
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 909
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet909 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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    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
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletBRANCH BANKING AND TRUST COMPANY Telephone no.bullet (704) 954-1125

    Located atbullet200 S COLLEGE ST FL 8CHARLOTTENC ZIP+4bullet28202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    3b
     
     
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    BRANCH BANKING AND TRUST COMPANY TRUSTEE
    12     		52,057    
    200 S COLLEGE ST FL 8
    CHARLOTTE,NC282022005
    JOE E GADDY DIRECTOR
    12     		2,200    
    207 WHITE STORE AVENE
    WADESBORO,NC28170
    JOANNE HUNTLEY DIRECTOR
    12     		2,400    
    216 LEAH AVENUE
    WADESBORO,NC28170
    FRANK F MILLS DIRECTOR
    12     		1,600    
    704 PEACH STREET
    WADESBORO,NC28170
    JERRY JOHNSON DIRECTOR
    12     		1,000    
    406 EAST VIEW ST
    WADESBORO,NC28170
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    5,303,137
    b
    Average of monthly cash balances.......................
    1b
    106,233
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,409,370
    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
    5,409,370
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    81,141
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,328,229
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    266,411
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    266,411
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,817
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,817
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    264,594
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    8,977
    5
    Add lines 3 and 4............................
    5
    273,571
    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
    273,571
    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
    337,227
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    337,227
    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
    337,227
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 273,571
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 25,898
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 62,032
    fTotal of lines 3a through e........ 87,930
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 337,227
    a Applied to 2019, but not more than line 2a 0
    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 2020 distributable amount..... 273,571
    e Remaining amount distributed out of corpus 63,656
    5 Excess distributions carryover applied to 2020. 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 5 151,586
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		151,586
    10 Analysis of line 9:
    a Excess from 2016.... 25,898
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 62,032
    e Excess from 2020.... 63,656
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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).)
    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 e-mail address of the person to whom applications should be addressed:
    BRANCH BANKING TRUST
    200 S COLLEGE STREET-WEALTH MANAGEM
    CHARLOTTE,NC28202
    (704) 954-1125
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC REQUIREMENTS
    cAny submission deadlines:
    DECEMBER 31
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    BSA CENTRAL NC COUNCIL
    ATTN GREG GRAHAM
    PO BOX 250
    ALBEMARLE,NC28002     		NONE PC CHARITABLE 2,500
    BURNSVILLE RECREATION & LEARNING
    CENTER INC
    1961 WIGHTMAN CHURCH ROAD
    POLKTON,NC28135     		NONE PC CHARITABLE 2,500
    ANSON COUNTY CHAMBER
    OF COMMERCE
    107 E WADE ST STE A
    WADESBORO,NC28170     		NONE PC CHARITABLE 750
    ANSON COUNTY HOMES OF HOPE
    415 LEE AVE
    WADESBORO,NC28170     		NONE PC COMMUNITY 10,000
    ANSON UNITED WAY
    3447 HWY 74
    WADESBORO,NC28170     		NONE PC CHARITABLE 10,000
    ACC PRISON MINISTRY
    C/O SANDY HILL
    3447 HWY 74
    WADESBORO,NC28170     		NONE PC CHARITABLE 750
    ANSON CRISIS MINISTRY
    117 NORTH RUTHERFORD ST
    WADESBORO,NC28170     		NONE PC CHARITABLE 5,000
    ANSON COUNTY PARTNERSHIP FOR
    CHILDREN
    303 EAST VIEW STREET
    WADESBORO,NC28170     		NONE PC CHARITABLE 500
    UPTOWN WADESBORO INC
    107 EAST WADE STREET
    WADESBORO,NC28170     		NONE PC CHARITABLE 2,000
    ANSON COOPERATIVE EXTENSION
    C/O ROSHUNDA TERRY
    PO BOX 633
    WADESBORO,NC28170     		NONE PC CHARITABLE 500
    ANSON COUNTY SCHOOLS
    PO BOX 513 HWY 74W
    WADESBORO,NC28170     		NONE PC GENERAL SUPPORT 117,436
    TOWN OF WADESBORO FIRE DEPT
    P O BOX 697
    WADESBORO,NC28170     		NONE PC GENERAL SUPPORT 36,683
    CALVARY EPISCOPAL CHURCH
    P O BOX 942
    WADESBORO,NC28170     		NONE PC GENERAL SUPPORT 108,500
    ANSON COUNTY HISTORICAL SOCIETY
    206 E WADE ST
    WADESBORO,NC28170     		NONE PC CHARITABLE 5,000
    ALL SOULS EPISCOPAL CHURCH
    C/O JENNIE THOMAS
    211 CAMDEN RD
    WADESBORO,NC28170     		NONE PC GENERAL SUPPORT 1,439
    Total .................................bullet 3a 303,558
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....     14 125,467  
    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 33,151  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   158,618  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    158,618
    (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.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    SMITH GEN WA TR UW - ITEM XXII
     
    Employer identification number

    56-6042630
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    SMITH GEN WA TR UW - ITEM XXII
          		Employer identification number
    56-6042630
    Part I
    Contributors
    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
    SMITH W A TUW FBO ALL SOULS CHURCH
    c/o BRANCH BANKING & TRUST
    P O BOX 2907
     
    WILSON, NC27894

    		$ 88,971


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    SMITH GEN WA TR UW - ITEM XXII
          		Employer identification number

    56-6042630
    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
    1
    		 VARIOUS SECURITIES $ 82,484 2020-01-01
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    SMITH GEN WA TR UW - ITEM XXII
          		Employer identification number

    56-6042630
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    SMITH GEN WA TR UW - ITEM XXII
    EIN:
    56-6042630
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 400     400

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SMITH GEN WA TR UW - ITEM XXII
    EIN:
    56-6042630
    Name of Bond End of Year Book Value End of Year Fair Market Value
    258620103 DOUBLELINE TOTAL RET 7,552 7,349
    64128K751 NEUBERGER BERMAN STA 3,676 3,944
    74440B884 PGIM TOTAL RETURN BD 7,067 7,544
    85918D624 STERLING CAPITAL TOT 9,668 10,186
    31635V216 FIDELITY SHORT TERM 1,977 2,042
    592905764 METROPOLITAN WEST T/ 5,834 6,083
    6933691104 PIMCO REAL RETURN F 853 926
    3130AFFX0 FED HOME LOAN BANK D 40,751 47,835
    3134G0J20 FED NATL MTG ASSN DT 27,995 28,052
    3135G0K36 FED NATL MTG ASSN DT 53,152 59,923
    3135G0T94 FED NATL MTG ASSN DT 29,745 31,374
    3135G0ZR7 FED NATL ASSN DTD 9/ 45,201 48,943
    3137EADB2 FED HOME LOAN MTG CO 84,937 86,965
    9128282A7 US TREASURY NOTE DTD 40,329 42,355
    9128285T3 US TREASURY NOTE DTD 28,374 31,138
    9128286T2 US TREASURY NOTE DTD 26,141 28,254
    912828B66 US TREASURY NOTE DTD 29,036 30,246
    912828D56 US TREASURY NOTE DTD 41,457 43,111
    912828N30 US TREASURY NOTE DTD 33,153 34,314
    912828UN8 US TREASURY NOTE DTD 8,934 9,355
    912828VS US TREASURY NOTE DTD 55,463 58,381
    912828WJ5 US TREASURY NOTE DTD 85,329 89,439
    912828XG0 US TREASURY NOTE DTD 30,094 30,898
    912828ZQ6 US TREASURY DTD 5/15 29,867 29,330
    91282CAE1 US TREASURY NOTES DT 57,417 56,550
    167593S86 CHICAGO IL TXBL DTD 30,000 30,162
    347622CW0 FORT LAUDERDALE FL D 30,338 30,497
    54438CRJ3 LOS ANGELES CA CMNTY 35,461 37,403
    57420PGN0 MARYLAND ST ECON DEV 50,045 51,189
    5946107Z4 MICHIGAN ST TXBL REF 30,120 31,204
    64971WF70 NEW YORN CITY NY TRA 32,140 32,229
    6500354T0 NEW YORK ST URBAN DE 31,429 31,343
    658289J95 NORTH CAROLINA ST UN 35,945 36,214
    79467BDD4 SALES TAX SECURITIZA 30,262 30,412
    969887H27 WILLIAMSON CNTY TX T 75,028 75,125
    975680EX3 WINSTON SALEM NC LTD 40,000 44,122
    00206RJX1 AT&T INC DTD 5/28/20 28,524 28,797
    00287YBF5 ABBVIE INC DTD 9/18/ 26,478 31,172
    025537AJ0 AMERICAN ELECTRIC PO 27,044 30,238
    05526DBB0 BAT CAPITAL CORP DTD 28,239 30,064
    06051GEU9 BANK OF AMERICA CORP 26,217 27,565
    06406RAE7 BANK OF NY MELLON CO 25,554 27,349
    126650CU2 CVS HEALTH CORP DTD 28,768 30,731
    14040HBG9 CAPITAL ONE FINANCIA 27,809 29,461
    142339AG5 CARLISLE COS INC DTD 25,027 27,404
    172967HT1 CITIGROUP INC DTD 6/ 24,838 27,654
    191216CU2 THE COCA COLA CO DTD 28,965 29,955
    20030NBJ9 COMCAST CORP DTD 2/2 27,929 29,705
    21036PBC1 CONSTELLATION BRANDS 27,185 31,680
    22822VAR2 CRON CASTLE INTL COR 29,467 29,101
    26441CAL9 DUKE ENERGY CORP DTD 28,522 29,353
    26884ABA0 ERP OPERATING LP DTD 29,963 31,590
    29273RAQ2 ENERGY TRANSFER PART 21,375 21,782
    313747BA4 FEDERAL REALTY DTD 5 27,996 28,789
    337738AT5 FISERV INC DD 6/24/2 25,035 28,005
    37045XCL8 GENERAL MOTORS FINL 30,119 30,123
    38141GXG4 GOLDMAN SACHS GROUP 28,706 29,043
    436106AA6 HOLLY FRONTIER CORP 10,521 11,167
    446150AM6 HUNTINGTON BANCSHARE 24,922 28,306
    46625HJH4 JPMORGAN CHASE & CO 30,281 31,758
    49326EEJ8 KEYCORP DTD 9/11/201 29,063 32,492
    49446RAN9 KIMCO REALTY CORP DT 25,326 26,244
    49456BAP6 KINDER MORGAN INC DT 29,511 30,492
    548661DM6 LOWE'S COS INC DTD 4 28,235 28,195
    58933YAZ8 MERCK & CO INC DTD 6 28,751 29,404
    6174468C6 MORGAN STANLEY DTD 7 28,330 32,042
    670346AP0 NUCOR CORP DTD 4/26/ 14,978 17,646
    67066GAF1 NVIDIA CORP DTD 3/34 29,321 31,498
    693476BN2 PNC FUNDING CORP DTD 28,469 28,920
    74432QCC7 PRUDENTIAL FINANCIAL 27,621 30,571
    7591EPAQ3 REGIONS FINANCIAL CO 29,909 31,814
    78355HKK4 RYDER SYSTEM INC DTD 24,985 27,290
    824348AW6 SHERWIN WILLIAMS CO 25,906 29,373
    913017CY3 UNITED TECHNOLOGIES 26,097 28,612
    92277GAN7 VENTAS REALTY LP DTD 26,082 29,320
    927804FK5 VIRGINIA ELEC & POWE 26,825 27,553
    06367WMQ3 BANK OF MONTREAL DTD 27,996 29,844
    46132FAA8 INVESCO FINANCE PLC 25,029 26,257
    606822AN4 MITSUIBISHI UJF FINA 24,507 28,582
    822582CD2 SHELL INTERNATIONAL 27,802 30,144
    86562MAM2 SUMITOMO MITSUI FINL 30,016 30,752
    89114QCA4 TORONTO DOMINION BAN 27,178 28,931
    85917K744 STERLING CAPITAL QUA 293,160 300,196
    949746SH5 WELLS FARGO & CO DTD 27,822 31,023

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SMITH GEN WA TR UW - ITEM XXII
    EIN:
    56-6042630
    Name of Stock End of Year Book Value End of Year Fair Market Value
    002824100 ABBOTT LABORATORIES 11,848 49,271
    00287Y109 ABBVIE INC COMMON 9,407 30,538
    00507V109 ACTIVISION BLIZZARD 3,575 12,535
    00971T101 AKAMAI TECHNOLOGIES 6,039 14,174
    012653101 ALBEMARLE CORP COMMO 1,735 3,688
    02079K107 ALPHABET INC -CL C C 5,923 19,271
    032654105 ANALOG DEVICES INC. 28,620 48,012
    036752103 ANTHEM INC COMMON 14,050 35,320
    058498106 BALL CORPORATION COM 5,517 8,386
    101137107 BOSTON SCIENTIFIC CO 7,140 7,190
    110122108 BRISTOL-MYERS SQUIBB 11,845 12,716
    11133T103 BROADRIDGE FINANCIAL 5,692 7,660
    12504L109 CBRE GROUP INC COMMO 5,394 14,739
    12508E101 CDK GLOBAL INC COMMO 6,254 6,479
    126650100 CVS COMMON 33,049 30,735
    14040H105 CAPITAL ONE FINANCIA 6,712 10,379
    156782104 CERNER CORP COMMON 9,681 13,342
    17275R102 CISCO SYSTEMS INC CO 18,905 28,640
    172967424 CITIGROUP INC COMMON 8,856 12,332
    191216100 THE COCA-COLA CO COM 16,320 17,823
    20030N101 COMCAST CORP CLASS A 3,016 17,816
    219350105 CORNING INC COMMON 24,608 31,500
    22822V101 CROWN CASTLE INTL CO 14,378 26,266
    235851102 DANAHER CORP COMMON 6,981 18,882
    254709108 DISCOVER FINANCIAL S 26,027 43,454
    25470F302 DISCOVERY INC C COMM 10,448 8,774
    26875P101 EOG RESOURCES INC CO 10,738 13,714
    29261A100 ENCOMPASS HEALTH COR 8,401 10,336
    302445101 FLIR SYSTEMS INC COM 4,427 5,260
    31428X106 FEDEX CORP CORPORATI 9,245 14,279
    315616102 F5 NETWORKS INC COMM 10,146 14,075
    337738108 FISERV COMMON 10,579 11,955
    375558103 GILEAD SCIENCES, INC 7,021 4,952
    38141G104 GOLDMAN SACHS COMMON 17,386 26,371
    40412C101 HCA HEALTHCARE INC C 3,667 15,624
    436440101 HOLOGIC INC COMMON 8,175 15,294
    437076102 HOME DEPOT INC COMMO 30,205 43,827
    438516106 HONEYWELL INTERNATIO 17,520 39,350
    461202103 INTUIT INC COMMON 1,793 18,993
    478160104 JOHNSON & JOHNSON CO 21,509 34,624
    502431109 L3HARRIS TECHNOLOGIE 18,725 20,792
    526057104 LENNAR CORP COMMON 6,673 12,197
    58933Y105 MERCK & CO INC COMMO 24,647 38,446
    594918104 MICROSOFT CORP COMMO 5,444 46,708
    620076307 MOTOROLA SOLUTIONS I 6,479 8,503
    631103108 NASDAQ INC COMMON 18,285 35,840
    665859104 NORTHERN TRUST GROUP 14,837 18,628
    69370C100 PTC INC COMMON 7,871 13,157
    713448108 PEPSICO INC COMMON 17,952 37,817
    718546104 PHILLIPS 66 COMMON 25,356 19,234
    750102105 RACKSPACE TECHNOLOGY 4,091 4,289
    808513105 CHARLES SCHWAB CORP 6,997 9,282
    855244109 STARBUCKS CORP COMMO 18,015 34,769
    902494103 TYSON FOODS INC INC. 16,451 19,332
    911312106 UNITED PARCEL SERVIC 18,242 39,574
    91324P102 UNITEDHEALTH GROUP I 1,662 19,287
    92343V104 VERIZON COMMUNICATIO 28,114 35,250
    92345Y106 VERISK ANALYTICS INC 5,206 17,645
    76131D103 RESTAURANT BRANDS IN 25,122 24,444
    G02602103 AMDOCS LTD SC COMMON 15,924 19,151
    G1151C101 ACCENTURE PLC IRELAN 12,934 45,712
    G5960L103 MEDTRONIC PLC COMMON 25,008 37,485
    G6095L109 APTIV PLC APTIV PLC 6,861 15,635
    H1467J104 CHUBB LIMITED PROSPE 27,505 32,323
    N6596X109 NXP SEMICONDUCTORS N 10,283 19,876
    85918D640 STERLING CAPITAL SPE 9,601 12,597
    85918D657 STERLING CAPITAL EQT 11,622 15,390

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SMITH GEN WA TR UW - ITEM XXII
    EIN:
    56-6042630
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464287465 ISHARES MSCI EAFE IN AT COST 283,490 393,400
    464287606 ISHARES S&P MIDCAP 4 AT COST 59,909 270,103
    464287630 ISHARES RUSSELL 2000 AT COST 60,383 105,400
    464287705 ISHARES S&P MIDCAP 4 AT COST 83,512 252,859
    464287887 ISHARES S&P SMALLCAP AT COST 37,139 119,889
    46434G103 ISHARES CORE MSCI EM AT COST 140,777 158,202
    464287234 ISHARES MSCI EMERGIN AT COST 3,001 4,392
    464287465 ISHARES MSCI EAFE IN AT COST 3,672 4,086
    464287507 ISHARES S&P MIDCAP 4 AT COST 4,892 8,274
    464287655 ISHARES RUSSELL 2000 AT COST 2,948 4,313
    921943858 VANGUARD FTSE DEVELO AT COST 4,840 5,240

    TY 2020 OtherDecreasesSchedule
    Name:
    SMITH GEN WA TR UW - ITEM XXII
    EIN:
    56-6042630
    Description Amount
    RETURN OF CAPITAL ADJUSTMENT 167
    2020 TRANSACTIONS POSTED IN 2021 637
    ACCRUED INTEREST CARRYFORWARD 86
    EXCESS FMV OF COST OF ASSETS CONTRIBUTED 7,247


    TY 2020 OtherExpensesSchedule
    Name:
    SMITH GEN WA TR UW - ITEM XXII
    EIN:
    56-6042630
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 29 29   0


    TY 2020 OtherIncreasesSchedule
    Name:
    SMITH GEN WA TR UW - ITEM XXII
    EIN:
    56-6042630
    Description Amount
    RECOVERY OF PRIOR YEAR GRANTS PAID 8,977
    2019 TRANSACTION POSTED IN 2020 115
    ROUNDING ADJ FOR SALES AND TRANS 5


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SMITH GEN WA TR UW - ITEM XXII
    EIN:
    56-6042630
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 20     20
    OTHER NON-ALLOCABLE EXPENSE - 20     20


    TY 2020 SubstantialContributorsSch
    Name:
    SMITH GEN WA TR UW - ITEM XXII
    EIN:
    56-6042630
    Name Address
    SMITH W A TUW FBO ALL SOULS CHURCH
    c/o BRANCH BANKING & TRUST     		P O BOX 2907
    WILSON,NC27894


    TY 2020 TaxesSchedule
    Name:
    SMITH GEN WA TR UW - ITEM XXII
    EIN:
    56-6042630
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 191 191   0
    FEDERAL ESTIMATES - PRINCIPAL 1,264 0   0
    FOREIGN TAXES ON QUALIFIED FOR 864 864   0
    FOREIGN TAXES ON NONQUALIFIED 141 141   0