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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE SYBIL SMITH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)15 W I65 SERVICE ROAD NORTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOBILE, AL36608
A Employer identification number

47-2963339
B Telephone number (see instructions)

(251) 345-9633
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$15,662,262J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 83,872 82,287  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 677,620
b Gross sales price for all assets on line 6a 1,652,173
7 Capital gain net income (from Part IV, line 2)... 677,620
8 Net short-term capital gain.........  
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)....... Click to see attachment 3,648 2,447 0
12 Total. Add lines 1 through 11........ 765,140 762,354 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 142,143 52,589 0 89,554
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 2,363 0 0 2,363
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,770 11,077 0 3,693
c Other professional fees (attach schedule).... Click to see attachment 44,588 44,588 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,167 3,274 0 2,893
19 Depreciation (attach schedule) and depletion... Click to see attachment 442 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 43,618 6,375 0 37,243
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 254,091 117,903 0 135,746
25 Contributions, gifts, grants paid....... 323,900 323,900
26 Total expenses and disbursements. Add lines 24 and 25 577,991 117,903 0 459,646
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 187,149
b Net investment income (if negative, enter -0-) 644,451
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 388,102 195,293 195,293
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
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)....... 3,645,345 Click to see attachment3,911,325 7,240,441
c Investments—corporate bonds (attach schedule)....... 772,939 Click to see attachment710,822 701,666
11 Investments—land, buildings, and equipment: basis bullet4,950
Less: accumulated depreciation (attach schedule) bullet4,288 1,104 662 4,950
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,122,955 Click to see attachment5,208,888 7,519,912
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) 9,930,445 10,026,990 15,662,262
Liabilities 17 Accounts payable and accrued expenses.......... 2,414 2,689
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)......... 2,414 2,689
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,928,031 10,024,301
29 Total net assets or fund balances (see instructions)..... 9,928,031 10,024,301
30 Total liabilities and net assets/fund balances (see instructions). 9,930,445 10,026,990
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
9,928,031
2
Enter amount from Part I, line 27a .....................
2
187,149
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,115,180
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
90,879
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,024,301
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 1,611,793   974,553 637,240
b 40,380     40,380
c
d
e
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       637,240
b       40,380
c
d
e
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 2 677,620
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 8,958
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 8,958
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 9,227
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,227
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 10 269
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet269 RefundedBullet 11 0
Part VI-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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletKAREN KENNEDY Telephone no.bullet (251) 345-9633

    Located atbullet15 W I65 SERVICE ROAD NORTHMOBILEAL ZIP+4bullet36608
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    FIRST HORIZON AS CORPORATE CO-TRUST CO-TRUSTEE
    10.00     		49,980 0 0
    15 W I65 SERVICE RD N
    MOBILE,AL36608
    ANN S BEDSOLE CHAIR, DISTRIBUTION COMMIT
    1.00     		9,662 0 0
    6 ST JOSEPH STREET
    MOBILE,AL36602
    LORAINE B DEMMAS MEMBER, DISTRIBUTION COMMI
    1.00     		5,521 0 0
    6 ST JOSEPH STREET
    MOBILE,AL36602
    CAROL S HUNTER MEMBER, DISTRIBUTION COMMI
    1.00     		5,521 0 0
    6 ST JOSEPH STREET
    MOBILE,AL36602
    MARY COUSAR CO-TRUSTEE
    10.00     		16,417 0 0
    6 ST JOSEPH STREET
    MOBILE,AL36602
    ALEXANDRA DEMMAS MEMBER, DISTRIBUTION COMMI
    1.00     		5,521 0 0
    6 ST JOSEPH STREET
    MOBILE,AL36602
    MASSEY DEMMAS MEMBER, DISTRIBUTION COMMI
    1.00     		5,521 0 0
    6 ST JOSEPH STREET
    MOBILE,AL36602
    KAREN KENNEDY EXECUTIVE DIRECTOR
    30.00     		44,000 0 0
    6 ST JOSEPH STREET
    MOBILE,AL36602
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    7,765,547
    b
    Average of monthly cash balances.......................
    1b
    252,502
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,013,533
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,031,582
    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
    15,031,582
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    225,474
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    14,806,108
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    740,305
    Part X
    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 IX, line 6..................
    1
    740,305
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    8,958
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    134
    c
    Add lines 2a and 2b............................
    2c
    9,092
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    731,213
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    731,213
    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 XII, line 1 ...
    7
    731,213
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 731,213
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 619,740
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 619,740
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 459,646
    a Applied to 2020, 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 2021 distributable amount..... 459,646
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 271,567 271,567
    (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 5 348,173
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		348,173
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 348,173
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    KAREN KENNEDY
    6 ST JOSEPH STREET
    MOBILE,AL36602
    (251) 432-0208
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM; LETTERS TO OUTLINE REQUEST
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ALABAMA FOREST RESOURCES CENTER
    8 ST JOSEPH ST
    MOBILE,AL36602     		  PC COMMMUNITY WELFARE 25,000
    BUILD A BETTER COMMUNITY
    PO BOX 266
    VREDENBURGH,AL36481     		  PC COMMUNITY IMPROVEMENT 5,000
    DUMAS WESLEY COMMUNITY CENTER
    126 MOBILE ST
    MOBILE,AL36607     		  PC COMMUNITY WELFARE 270,000
    MOBILE INTERNATIONAL FESTIVAL
    401 CIVIC CENTER DR
    MOBILE,AL36602     		  PC COMMUNITY WELFARE 1,000
    UNITED METHODIST INNER CITY AFTER SCHOOL PROGRAM
    913 S BROAD STREET
    MOBILE,AL36603     		  PC COMMUNITY WELFARE 2,000
    CLARKE COUNTY KINGDOM BUILDERS
    331 COLLEGE AVE
    JACKSON,AL36545     		  PC COMMUNITY WELFARE 2,900
    COASTAL ALABAMA PARTNERSHIP
    PO BOX 881
    MOBILE,AL36601     		  PC COMMUNITY & ENVIRONMENTAL WELFARE 10,000
    ALABAMA COASTAL FOUNDATION
    PO BOX 1073
    MOBILE,AL36633     		  PC ENVIRONMENTAL PROTECTION 8,000
    Total .................................bullet 3a 323,900
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 677,620  
    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) .. 1,201 763,939 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    765,140
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE SYBIL SMITH FOUNDATION
    EIN:
    47-2963339
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 14,770 11,077 0 3,693

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    THE SYBIL SMITH FOUNDATION
    EIN:
    47-2963339
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNITURE 2016-01-01 4,950 3,846 200DB 7.000000000000 442 0 0  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE SYBIL SMITH FOUNDATION
    EIN:
    47-2963339
    Name of Bond End of Year Book Value End of Year Fair Market Value
    4000 ABBVIE INC 3.750% 11/14/23 4,241 4,188
    8000 ACE INA HOLDINGS 2.700% 3/13/23 8,276 8,194
    4000 AFLAC INC 3.625% 11/15/24 4,345 4,271
    5000 ALLSTATE CORP 3.150% 6/15/23 5,204 5,169
    6000 AMAZON.COM INC 2.400% 2/22/23 6,233 6,111
    4000 AMERICAN EXPRESS CO 3.700% 8/03/23 4,257 4,171
    4000 AMERICAN HONDA MTN 0.875% 7/07/23 4,023 4,001
    5000 APPLE INC 2.400% 5/03/23 5,120 5,119
    6000 AT&T INC 3.000% 6/30/22 6,055 6,046
    4000 BANK OF AMERICA V-Q 3.004% 12/20/23 4,100 4,083
    8000 BB&T CORPORATION MTN 2.750% 4/01/22 8,048 8,032
    4000 BERKSHIRE HTHWY MTN 3.000% 5/15/22 4,006 4,038
    5000 BK OF NY MELLON MTN 2.600% 2/07/22 5,067 5,002
    2000 BLACKROCK INC 3.375% 6/01/22 2,029 2,024
    9000 BP CAP MARKETS AMER 2.750% 5/10/23 9,134 9,224
    4000 BRISTOL-MYERS SQUIBB 3.250% 2/20/23 4,112 4,105
    9000 CANADIAN PACIFIC LTD 4.450% 3/15/23 9,578 9,299
    4000 CATERPILLAR INC 3.400% 5/15/24 4,262 4,198
    4000 CHARLES SCHWAB CORP 0.750% 3/18/24 4,024 3,982
    5000 CHEVRON CORP 2.498% 3/03/22 4,992 5,009
    4000 CISCO SYSTEMS INC 2.200% 9/20/23 4,121 4,099
    4000 CITIGROUP INC V-Q 1.678% 5/15/24 4,068 4,044
    4000 COCA-COLA CO 1.750% 9/06/24 4,145 4,076
    4000 COMCAST CORP 3.700% 4/15/24 4,299 4,250
    4000 CSX CORP 3.400% 8/01/24 4,261 4,207
    8000 DEERE & CO 2.600% 6/08/22 8,050 8,036
    6000 EATON CORP 2.750% 11/02/22 6,083 6,112
    961.28 FHLMC GD PL #G15327 6.000% 9/01/24 1,035 985
    8798.2 FHLMC PL #RD5055 1.500% 4/01/31 9,002 8,897
    5102.31 FHLMC SER 4028 CMO 2.000% 5/15/26 5,176 5,136
    5834.34 FHLMC SER 4927 CMO 3.000% 2/25/31 6,035 5,880
    19107.45 FHLMC SER 5083 CMO 1.000% 8/15/38 19,221 19,085
    6000 FIFTH THIRD BANCORP 2.600% 6/15/22 6,057 6,047
    351.1 FNMA SER 88 CMO 2.500% 7/25/44 355 353
    4000 GEN MOTORS FIN CO 3.950% 4/13/24 4,210 4,209
    4000 GENERAL DYNAMICS 3.375% 5/15/23 4,171 4,133
    6000 GENERAL MILLS INC 2.600% 10/12/22 6,124 6,088
    2856.9 GNMA SER H16 CMO V-M 4.724% 5/20/66 2,866 2,958
    4000 GOLDMAN SACHS MTN 5.750% 1/24/22 4,049 4,012
    4000 HOME DEPOT INC 2.625% 6/01/22 4,040 4,031
    4000 HONEYWELL INTERNAT 0.483% 8/19/22 4,000 4,000
    8000 JPMORGAN CHASE & CO 3.250% 9/23/22 8,159 8,160
    5000 KEURIG DR PEPPER INC 4.057% 5/25/23 5,184 5,213
    4000 KROGER CO 3.850% 8/01/23 4,166 4,155
    4000 LOCKHEED MARTIN 3.100% 1/15/23 4,110 4,073
    6000 LOWES COMPANIES INC 3.120% 4/15/22 6,043 6,013
    5000 MCDONALD'S CORP MTN 2.625% 1/15/22 5,037 5,003
    4000 MERCK & CO INC 2.800% 5/18/23 4,148 4,118
    5000 METLIFE INC 3.600% 4/10/24 5,385 5,277
    4000 MICROSOFT CORP 2.650% 11/03/22 4,068 4,063
    4000 MORGAN STANLEY MTN 3.125% 1/23/23 4,126 4,101
    8000 MORGAN STANLEY MTN 3.750% 2/25/23 8,468 8,274
    4000 NORFOLK SOUTHERN 3.000% 4/01/22 4,028 4,007
    5000 NORTHROP GRUMMAN 3.250% 8/01/23 5,330 5,172
    4000 NVIDIA CORP 0.584% 6/14/24 4,013 3,963
    8000 ORACLE CORP 2.500% 10/15/22 8,172 8,114
    9000 PEPSICO INC 2.750% 3/01/23 9,297 9,221
    4000 PFIZER INC 3.200% 9/15/23 4,163 4,156
    5000 PRICELINE GROUP INC 2.750% 3/15/23 5,170 5,107
    4000 QUALCOMM INC 2.900% 5/20/24 4,222 4,168
    4000 RAYTHEON TECHNOLOGIES CORP 4,249 4,163
    4000 SOUTHERN CO 2.950% 7/01/23 4,172 4,096
    7000 STATE STREET CORP 3.700% 11/20/23 7,465 7,365
    4000 STRYKER CORP 0.600% 12/01/23 3,994 3,978
    4000 TORONTO-DOM BANK MTN 2.650% 6/12/24 4,201 4,149
    5000 TOYOTA MTR CRED MTN 2.600% 1/11/22 4,984 5,002
    10000 UNITED PARCEL SVC 2.450% 10/01/22 10,204 10,144
    4000 UNITEDHEALTH GROUP 0.550% 5/15/24 3,968 3,968
    4000 VERIZON COMM INC 0.750% 3/22/24 4,020 3,984
    4000 VISA INC 2.800% 12/14/22 4,075 4,074
    5000 WAL-MART STORES INC 3.300% 4/22/24 5,314 5,241
    4000 WALT DISNEY COMPANY 3.000% 9/15/22 4,106 4,070
    5000 WELLS FARGO & CO MTN 3.750% 1/24/24 5,362 5,250
    4000 XCEL ENERGY INC 0.500% 10/15/23 3,996 3,973
    5197.922 DODGE & COX INCOME FUND #147 71,635 73,083
    4707.989 TEMPLETON GLOBAL BOND FUND-AD 52,989 41,430
    13166.569 VANGUARD INTRM BND INDX-ADM 151,149 156,551
    2807.968 VANGUARD S/T BOND INDX-ADM 30,462 29,793
    548.044 VANGUARD TTL INTL BND-ADM 12,714 12,090

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE SYBIL SMITH FOUNDATION
    EIN:
    47-2963339
    Name of Stock End of Year Book Value End of Year Fair Market Value
    357 ABBOTT LABS 30,344 50,244
    128 ACCENTURE PLC CL A 22,900 53,062
    102 ADOBE INC 27,497 57,840
    26 ALIGN TECHNOLOGY INC 5,177 17,087
    9 ALPHABET INC CL A 10,872 26,073
    26 ALPHABET INC CL C 31,175 75,233
    11 AMAZON.COM INC 36,399 36,678
    93 AUTODESK INC 21,572 26,151
    82 GARTNER INC CL A 12,803 27,414
    44 ILLUMINA INC 15,935 16,739
    57 INTUITIVE SURGICAL INC 14,841 20,480
    100 MASTERCARD INC-A 24,485 35,932
    215 META PLATFORMS INC CL A 40,001 72,315
    259 MICROSOFT CORP 32,144 87,107
    25 MSCI INC 6,528 15,317
    35 NETFLIX INC 17,221 21,085
    121 NIKE INC-CLASS B 10,107 20,167
    106 PAYPAL HOLDINGS INC 11,283 19,989
    165 SALESFORCE INC 30,325 41,931
    60 SERVICENOW INC 17,506 38,947
    240 STARBUCKS CORP 18,281 28,073
    63 UNITEDHEALTH GROUP INC 21,161 31,635
    164 VISA INC 25,940 35,540
    199 ZOETIS INC 20,222 48,562
    38 ADOBE INC 10,211 21,548
    125 AGILENT TECHNOLOGIES INC 9,891 19,956
    106 AKAMAI TECHNOLOGIES INC 11,384 12,406
    10 ALPHABET INC CL C 12,365 28,936
    5 AMAZON.COM INC 9,324 16,672
    158 APPLE INC 7,957 28,056
    25 BECTON DICKINSON 5,756 6,287
    112 BROADRIDGE FINL SOLUTIONS INC 13,007 20,476
    118 CADENCE DESIGN SYSTEMS INC 7,975 21,989
    150 CHEVRON CORPORATION 13,027 17,603
    349 CITIGROUP INC 21,884 21,076
    163 CONOCOPHILLIPS 5,290 11,765
    63 CONSTELLATION BRANDS INC 11,969 15,811
    52 COSTCO WHOLESALE CORP NEW 13,132 29,520
    30 DANAHER CORP 5,074 9,870
    77 DOLLAR GENERAL CORP 10,511 18,159
    144 EDWARDS LIFESCIENCES CORP 8,948 18,655
    123 ELECTRONIC ARTS INC 15,872 16,224
    106 GLOBAL PAYMENTS INC 18,958 14,329
    66 HOME DEPOT INC 14,153 27,391
    72 HONEYWELL INTERNATIONAL INC 11,524 15,013
    37 INTUIT 9,703 23,799
    81 JOHNSON & JOHNSON 11,420 13,857
    178 JP MORGAN CHASE & CO 19,509 28,186
    66 L3 HARRIS TECHNOLOGIES INC 13,538 14,074
    39 LAM RESEARCH CORP 11,758 28,047
    213 MERCK & CO INC 15,444 16,324
    21 META PLATFORMS INC CL A 7,310 7,063
    66 MONSTER BEVERAGE CORP 5,302 6,339
    15 MSCI INC 5,413 9,190
    94 NASDAQ INC 8,920 19,741
    172 NEXTERA ENERGY INC 8,631 16,058
    105 NIKE INC-CLASS B 9,472 17,500
    59 PARKER HANNIFIN CORP 17,119 18,769
    161 PNC FINANCIAL SERVICES GROUP 20,511 32,284
    87 PROCTER & GAMBLE CO 9,349 14,232
    11 REGENERON PHARMACEUTICALS INC 6,597 6,947
    30 ROPER TECHNOLOGIES INC 11,614 14,756
    16 S&P GLOBAL INC 5,472 7,551
    74 SALESFORCE INC 11,507 18,806
    103 SKYWORKS SOLUTIONS INC 18,034 15,979
    76 STANLEY BLACK & DECKER INC 10,330 14,335
    29 THERMO FISHER SCIENTIFIC INC 7,683 19,350
    214 TJX COS INC 11,796 16,247
    297 VERIZON COMMUNICATIONS 17,285 15,432
    73 VULCAN MATLS CO 10,565 15,153
    77 ZOETIS INC 9,998 18,790
    1555 AMDOCS LTD ORD 64,113 116,376
    145 AUTOZONE INC 8,609 303,977
    3115 BROOKFIELD ASSET MANAGE-CL A 21,006 188,084
    1875 CGI INC CL A 79,431 165,938
    5635 DISCOVERY INC SER C 191,500 129,042
    995 EURONET WORLDWIDE INC 136,475 118,574
    685 FEDEX CORPORATION 62,802 177,168
    1585 FISERV INC 65,286 164,507
    1345 FMC CORP 102,682 147,802
    8240 HANESBRANDS INC 156,073 137,773
    1505 HOLOGIC INC 106,882 115,223
    3671 LIBERTY SIRIUSXM GROUP CL C 140,225 186,670
    3230 LKQ CORP 95,190 193,897
    1425 MSC INDL DIRECT INC CL A 51,022 119,786
    4935 OPEN TEXT CORP 69,650 234,314
    1555 SS&C TECHNOLOGIES HOLDINGS INC 92,122 127,479
    730 STANLEY BLACK & DECKER INC 45,368 137,693
    9870 TEGNA INC 89,505 183,187
    1080 THE HOWARD HUGHES CO 75,905 109,922
    320 THERMO FISHER SCIENTIFIC INC 5,580 213,517
    9645 VERTIV HOLDINGS LLC 105,698 240,836
    3115 VIASAT INC 165,843 138,742
    310 WILLIS TOWERS WATSON PLC 21,800 73,622
    575 ZEBRA TECHNOLOGIES CORP 22,029 342,240
    3758.634 AMER FND WASH MUT INV-F3 158,628 227,209
    7665 ENERGY TRANSFER LP 50,266 63,083
    2029 ENTERPRISE PRODS PARTNERS LP 36,831 44,557
    964 MAGELLAN MIDSTREAM PARTNERS LP 45,976 44,768
    1161.686 NEW WORLD FUND-F2 62,103 99,603
    1126.41 T ROWE PRICE BLUE CHIP GROWTH FD #93 95,448 200,298
    13061.165 VANGUARD DEV MKT INDX-ADM 160,663 214,726
    3023.403 VANGUARD DIV APPREC INDEX FD-ADM 65,772 140,891
    3600.336 VANGUARD DIVIDEND GROWTH-IV 88,164 141,421
    497.268 VANGUARD MID CAP INDEX-ADM 76,357 156,868
    1074.982 VANGUARD SMALL-CAP INDEX-ADM 59,110 116,496

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE SYBIL SMITH FOUNDATION
    EIN:
    47-2963339
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GT OFFSHORE FUND LTD CLASS A AT COST 2,459,483 3,416,382
    GT OFFSHORE FUND LTD CLASS B AT COST 1,906,981 3,018,215
    GT REAL PROPERTY HOLDINGS II LLC AT COST 12,661 5,149
    PALLADIAN PARTNERS 2001 LLC AT COST 8,214 5,455
    PALLADIAN PARTNERS IV LLC AT COST 29,549 6,817
    PALLADIAN PARTNERS VII LP AT COST 292,492 578,898
    GT INTERNATIONAL EQUITY QP FUND AT COST 499,508 488,996

    TY 2021 OtherDecreasesSchedule
    Name:
    THE SYBIL SMITH FOUNDATION
    EIN:
    47-2963339
    Description Amount
    TIMING DIFFERENCE 90,879


    TY 2021 OtherExpensesSchedule
    Name:
    THE SYBIL SMITH FOUNDATION
    EIN:
    47-2963339
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REPAIRS & MAINTENACE 3,301 0 0 3,301
    UTILITIES 1,563 0 0 1,563
    INSURANCE 23,182 5,454 0 17,728
    OFFICE EXPENSE 11,498 0 0 11,498
    CONTRACT SERVICES 2,000 0 0 2,000
    DUES & SUBSCRIPTIONS 234 0 0 234
    BANK CHARGES 1,840 921 0 919


    TY 2021 OtherIncomeSchedule2
    Name:
    THE SYBIL SMITH FOUNDATION
    EIN:
    47-2963339
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM PUBLICLY TRADED PARTNERSHIPS -1,173 -1,173  
    PALLADIAN PARTNERS VII LP 37,175 37,175  
    PALLADIAN PARTNERS 2001 LLC 1,015 1,015  
    PALLADIAN PARTNERS IV LLC -29,774 -29,774  
    GT REAL PROPERTY HOLDINGS -3,103 -3,103  
    GT INTERNATIONAL EQUITY QP FUND -492 -492  
    UBTI FROM K-1'S TAXED ON 990-T -1,201 -1,201  
    UBTI FROM K-1'S TAXED ON 990-T 1,201 0  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE SYBIL SMITH FOUNDATION
    EIN:
    47-2963339
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 44,588 44,588 0 0


    TY 2021 TaxesSchedule
    Name:
    THE SYBIL SMITH FOUNDATION
    EIN:
    47-2963339
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,310 2,310 0 0
    PAYROLL TAXES 3,857 964 0 2,893
    FEDERAL TAXES 0 0 0 0
    FEDERAL ESTIMATES 0 0 0 0