Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

56-6042630
B Telephone number (see instructions)

(804) 273-7445
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,583,230J 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) 34,623
2 Check right arrow.............
3 Interest on savings and temporary cash investments 188 188  
4 Dividends and interest from securities... 136,686 136,237  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,101
b Gross sales price for all assets on line 6a 807,652
7 Capital gain net income (from Part IV, line 2)... 12,101
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........ 183,598 148,526  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,979 32,490   32,489
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,107 1,107   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,313 622   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
List of Attached Documents:
// Content
68 28   40
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,467 34,247 0 32,529
25 Contributions, gifts, grants paid....... 320,900 320,900
26 Total expenses and disbursements. Add lines 24 and 25 392,367 34,247 0 353,429
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -208,769
b Net investment income (if negative, enter -0-) 114,279
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 50 41 41
2 Savings and temporary cash investments......... 82,242 52,934 52,934
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 1,062,368 Click to see attachment
List of Attached Documents:
// Content
957,168 		1,916,435
c Investments—corporate bonds (attach schedule)....... 2,429,951 Click to see attachment
List of Attached Documents:
// Content
2,347,113 		2,260,350
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 618,430 Click to see attachment
List of Attached Documents:
// Content
702,356 		1,353,470
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,193,041 4,059,612 5,583,230
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,193,041 4,059,612
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)..... 4,193,041 4,059,612
30 Total liabilities and net assets/fund balances (see instructions). 4,193,041 4,059,612
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
4,193,041
2
Enter amount from Part I, line 27a .....................
2
-208,769
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
76,098
4
Add lines 1, 2, and 3 ..........................
4
4,060,370
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
758
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,059,612
Form 990-PF (2024)
Form 990-PF (2024)
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 33000. U.S. TREASURY NOTES 2.500% 1/31/24   2023-12-13 2024-01-31
b 72000. U.S. TREASURY NOTES 2.750% 2/15/24     2024-02-15
c 26000. CROWN CASTLE INTL 3.300% 7/01/30   2020-07-28 2024-03-04
d 300. ISHARES TR S&P MIDCAP 400/BARRA GROWTH     2024-04-09
e 100. ISHARES TR S&P MIDCAP 400/BARRA VALUE   2009-07-22 2024-04-09
23000. U.S. TREASURY BILLS 6/18/24   2024-02-16 2024-04-10
51000. U.S. TREASURY NOTES 2.375% 8/15/24     2024-04-10
28000. U.S. TREASURY NOTES 1.250% 8/15/31     2024-04-11
89000. U.S. TREASURY NOTES 2.500% 5/15/24     2024-05-15
204.708 NEUBERGER BERMAN STRAT INC-I   2021-04-06 2024-06-24
23000. NVIDIA CORP 2.850% 4/01/30   2020-03-31 2024-07-08
121. BRISTOL MYERS SQUIBB COMPANY     2024-07-10
20. DOLLAR GENERAL CORP   2023-08-21 2024-07-10
75. PAYPAL HOLDINGS INC   2023-08-21 2024-07-10
5. PAYPAL HOLDINGS INC   2021-12-16 2024-07-10
300. TYSON FOODS, INC. COMMON   2020-05-04 2024-07-10
22. VERALTO CORPORATION   2017-08-25 2024-07-10
200. ZOOMINFO TECHNOLOGIES INC   2023-08-21 2024-07-10
320. MEDTRONIC PLC   2017-10-03 2024-07-10
40. APTIV PLC   2023-08-21 2024-07-10
70. APTIV PLC   2016-05-16 2024-07-10
20. AIRBUS SE UNSPONS ADR   2023-08-21 2024-07-17
2. ALPHABET INC CL C   2021-12-16 2024-07-17
25. CHIPOTLE MEXICAN GRILL INC   2023-08-21 2024-07-17
6. CONSTELLATION BRANDS INC   2023-08-21 2024-07-17
1. FACEBOOK INC CL A   2021-12-16 2024-07-17
10. FISERV   2020-10-22 2024-07-17
4. HUMANA, INC.   2023-08-21 2024-07-17
3. INTUIT INC COMMON   2021-12-16 2024-07-17
15. LAS VEGAS SANDS CORP   2021-12-16 2024-07-17
4. ESTEE LAUDER COMMON   2023-08-21 2024-07-17
2. LULULEMON ATHLETICA INC   2021-12-16 2024-07-17
2. MCKESSON HBOC INC   2023-08-21 2024-07-17
3. MONGODB INC CL A   2021-12-16 2024-07-17
1. PINTEREST INC CL A   2023-08-21 2024-07-17
10. PROCTOR AND GAMBLE COMPANY   2023-08-21 2024-07-17
13. ROSS STORES INC COM   2021-12-16 2024-07-17
12. T-MOBILE US INC   2023-08-21 2024-07-17
4. CHUBB LTD   2018-08-28 2024-07-17
3. SPOTIFY TECHNOLOGY SA   2021-12-16 2024-07-17
1. ASML HOLDING NV SPONS ADR   2021-12-16 2024-07-17
12000. DISCOVERY COMMUN 3.950% 3/20/28   2021-12-09 2024-07-19
27. FORTINET INC   2024-07-17 2024-07-23
2. LAM RESH CORP   2023-08-21 2024-07-26
31000. U.S. TREASURY NOTES 2.375% 8/15/24   2024-05-20 2024-07-31
21000. U.S. TREASURY NOTES 2.375% 8/15/24   2022-12-29 2024-07-31
45000. FED NATL MTG ASSN 2.625% 09/06/24     2024-09-06
11000. DISCOVERY COMMUN 3.950% 3/20/28   2021-12-09 2024-09-13
43. NVIDIA CORP COMMON   2023-08-21 2024-09-24
4. SALESFORCE INC   2021-12-16 2024-09-24
2. UNITED HEALTH GROUP INC   2024-07-17 2024-09-24
5. UNITED HEALTH GROUP INC   2010-05-17 2024-09-24
1. ASML HOLDING NV SPONS ADR   2021-12-16 2024-09-24
23000. BANK OF NY V-D 4.706% 2/01/34   2023-01-24 2024-09-25
27000. APPLE INC 1.650% 5/11/30   2023-04-27 2024-09-26
101. RIVIAN AUTOMOTIVE INC CL A   2021-12-16 2024-09-27
24000. SHELL INTL FIN 2.375% 11/07/29   2019-11-04 2024-10-09
. SHELL INTL FIN 2.375% 11/07/29     2024-10-09
23000. CVS HEALTH CORP 2.875% 6/01/26   2020-02-11 2024-10-15
15. DOLLAR GENERAL CORP   2024-07-17 2024-10-17
34. AIRBUS SE UNSPONS ADR   2023-08-21 2024-10-22
25000. HUNTINGTON BANCS INC 4.000% 5/15/25   2018-05-08 2024-11-12
22000. ABBVIE INC 4.250% 11/14/28   2019-03-28 2024-11-20
25000. CARLISLE COS INC 3.500% 12/01/24     2024-12-01
600. VERIZON COMMUNICATIONS INC     2024-12-12
12. APPLE COMPUTER CORPORATION COMMON   2024-07-17 2024-12-16
12.063 T ROWE PRICE LARGE/CAP GRW-I   2023-12-29 2024-12-30
804.958 NEUBERGER BERMAN STRAT INC-I     2024-12-30
208.91 STERLING CAP SPEC OPP-R6     2024-12-30
CAPITAL GAIN DIVIDENDS P    
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(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 33,000   33,000  
b 72,000   72,000  
c 23,001   28,247 -5,246
d 27,010   4,858 22,152
e 11,647   2,718 8,929
22,603   22,603  
50,486   51,042 -556
22,228   23,922 -1,694
89,000   89,000  
2,000   2,296 -296
21,033   23,683 -2,650
4,952   6,846 -1,894
2,533   3,230 -697
4,383   4,468 -85
292   954 -662
16,765   16,451 314
2,110   632 1,478
2,327   3,519 -1,192
24,535   25,008 -473
2,800   3,869 -1,069
4,899   3,987 912
720   698 22
365   291 74
1,385   933 452
1,498   1,546 -48
465   337 128
1,577   1,004 573
1,608   1,958 -350
1,978   1,894 84
635   535 100
403   605 -202
580   783 -203
1,165   848 317
767   1,458 -691
41   27 14
1,699   1,516 183
1,916   1,435 481
2,209   1,633 576
1,062   546 516
874   677 197
943   761 182
11,240   12,617 -1,377
1,572   1,581 -9
1,816   1,320 496
30,964   30,963 1
20,975   20,965 10
45,000   45,000  
10,493   11,542 -1,049
5,041   1,966 3,075
1,077   1,017 60
1,139   1,141 -2
2,846   151 2,695
811   761 50
23,079   23,000 79
23,970   23,680 290
1,165   11,109 -9,944
22,023   23,831 -1,808
24     24
22,352   23,173 -821
1,225   1,859 -634
1,299   1,187 112
24,858   24,922 -64
21,717   22,211 -494
25,000   25,000  
25,151   28,114 -2,963
3,002   2,741 261
1,000   794 206
7,953   8,784 -831
5,818   4,304 1,514
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
      3,548
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        
b        
c       -5,246
d       22,152
e       8,929
       
      -556
      -1,694
       
      -296
      -2,650
      -1,894
      -697
      -85
      -662
      314
      1,478
      -1,192
      -473
      -1,069
      912
      22
      74
      452
      -48
      128
      573
      -350
      84
      100
      -202
      -203
      317
      -691
      14
      183
      481
      576
      516
      197
      182
      -1,377
      -9
      496
      1
      10
       
      -1,049
      3,075
      60
      -2
      2,695
      50
      79
      290
      -9,944
      -1,808
      24
      -821
      -634
      112
      -64
      -494
       
      -2,963
      261
      206
      -831
      1,514
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 12,101
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
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 right arrow 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) 1 1,588
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 1,588
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 1,588
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,924
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,924
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,336
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,336 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNC
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrow  
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (804) 273-7445

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
TRUIST BANK TRUSTEE
12 		56,229    
PO BOX 919798
ORLANDO,FL32891
JOE E GADDY DIRECTOR
12 		200    
207 WHITE STORE AVENE
WADESBORO,NC28170
JOANNE HUNTLEY DIRECTOR
12 		3,600    
216 LEAH AVENUE
WADESBORO,NC28170
FRANK F MILLS DIRECTOR
12 		0    
704 PEACH STREET
WADESBORO,NC28170
JERRY JOHNSON DIRECTOR
12 		2,950    
406 EAST VIEW ST
WADESBORO,NC28170
RAY L GADDY DIRECTOR
12 		2,000    
211 WOODSIDE DRIVE
WEDESBORO,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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
5,522,131
b
Average of monthly cash balances.......................
1b
54,253
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,576,384
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
5,576,384
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
83,646
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,492,738
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
274,637
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
274,637
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,588
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,588
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
273,049
4
Recoveries of amounts treated as qualifying distributions................
4
10,187
5
Add lines 3 and 4............................
5
283,236
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
283,236
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
353,429
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
353,429
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 283,236
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 5,535
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 5,535
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 353,429
a Applied to 2023, 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)........ 		Click to see attachment
List of Attached Documents:
// Content
34,623
d Applied to 2024 distributable amount..... 283,236
e Remaining amount distributed out of corpus 35,570
5 Excess distributions carryover applied to 2024. 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 75,728
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		34,623
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		41,105
10 Analysis of line 9:
a Excess from 2020.... 5,535
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 35,570
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
TRUIST BANK
PO BOX 919798
ORLANDO,FL32891
(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 (2024)
Form 990-PF (2024)
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

ANSON COUNTY COOPERATIVE EXTENSION

PO BOX 633
WADESBORO,NC28170 		NONE PC GENERAL OPERATING 3,500

ANSON COUNTY HISTORICAL SOCIETY

206 E WADE ST
WADESBORO,NC28170 		NONE PC GENERAL OPERATING 10,000

ANSON CO PARTNERSHIP FOR CHILDREN

PO BOX 918
WADESBORO,NC28170 		NONE PC GENERAL OPERATING 500

ANSON COUNTY SCHOOLS

320 CAMDEN ROAD
WADESBORO,NC28170 		NONE PC GENERAL OPERATING 10,000

BSA CENTRAL NC COUNCIL
ATTN GREG GRAHAM
PO BOX 250
ALBEMARLE,NC28002 		NONE PC GENERAL OPERATING 2,500

BURNSVILLE RECREATION & LEARNING
CENTER INC
1961 WIGHTMAN CHURCH ROAD
POLKTON,NC28135 		NONE PC GENERAL OPERATING 5,000

AMERICAN RED CROSS - UNION COUNTY
CHAPTER
125 PEDRO ST STE E
MONROE,NC28110 		NONE PC GENERAL OPERATING 2,500

ANSON COUNTY HOMES FOR HOPE

PO BOX 205
WADESBORO,NC28170 		NONE PC GENERAL OPERATING 20,000

ANSON COUNTY ARTS COUNCIL

PO BOX 332
WADESBORO,NC28170 		NONE PC GENERAL OPERATING 5,000

CALVARY EPISCOPAL CHURCH

PO BOX 942
WADESBORO,NC28170 		NONE PC GENERAL OPERATING 251,900

ANSON CRISIS MINISTRY

PO BOX 797
WADESBORO,NC28170 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 320,900
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 188  
4 Dividends and interest from securities ....     14 136,686  
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 12,101  
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) ..   148,975  
13Total. Add line 12, columns (b), (d), and (e)..................
13
148,975
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
SMITH GEN WA TR UW - ITEM XXII
  		Employer identification number
56-6042630
Part I
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 GENERAL WA TUW
C/O TRUIST BANK
PO BOX 919798
 
ORLANDO, FL32891

$ 34,623


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
 
$    
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 DistributionFromCorpusElection
Name:
SMITH GEN WA TR UW - ITEM XXII
EIN:
56-6042630
Election:
Pursuant to Internal Revenue Code 4942(h)(2) and Treas. Reg. 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat the current qualifying distributions in excess of the immediately preceding year's undistributed income as being made out of corpus: For tax year 2024 in the amount of $34,623.

TY 2024 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
592905764 METROPOLITAN WEST TO 5,831 4,824
3135G0K36 FEDERAL NATIONAL MOR 54,476 53,481
3135G0ZR7 FEDERAL NATIONAL MOR    
9128282A7 UNITED STATES TREASU 40,070 38,291
9128285T3 UNITED STATES TREASU 28,078 27,573
912828B66 UNITED STATES TREASU    
912828D56 UNITED STATES TREASU    
912828WJ5 UNITED STATES TREASU    
167593S86 CHICAGO ILLINOIS O'H 30,000 29,235
347622CW0 FORT LAUDERDALE FLOR 30,137 28,272
64971WF70 NEW YORK CITY NEW YO 30,243 29,955
658289J95 NORTH CAROLINA STATE 35,198 34,217
79467BDD4 SALES TAX SECURITIZA 30,030 30,000
975680EX3 WINSTON SALEM NORTH 40,000 36,825
00287YBF5 ABBVIE INC    
025537AJ0 AMERICAN ELECTRIC PO 23,017 22,038
05526DBB0 BAT CAPITAL CORP 13,764 13,546
126650CU2 CVS HEALTH CORP    
14040HBG9 CAPITAL ONE FINANCIA 23,069 22,995
142339AG5 CARLISLE COS INC    
21036PBC1 CONSTELLATION BRANDS 24,590 23,735
22822VAR2 CROWN CASTLE INTL CO    
313747BA4 FEDERAL REALTY INVT 24,055 21,097
38141GXG4 GOLDMAN SACHS GROUP 24,899 21,259
446150AM6 HUNTINGTON BANCSHARE    
49326EEJ8 KEYCORP 23,565 21,348
49456BAP6 KINDER MORGAN INC 23,398 21,590
548661DM6 LOWE'S COS INC 24,503 23,381
6174468C6 MORGAN STANLEY 23,059 22,906
67066GAF1 NVIDIA CORP    
913017CY3 RTX CORPORATION 25,074 23,360
606822AN4 MITSUBISHI UFJ FINL 22,865 22,523
822582CD2 SHELL INTERNATIONAL    
949746SH5 WELLS FARGO & COMPAN 22,854 22,301
24917DBE2 DENVER COLORADO CITY 52,526 49,297
25470DAR0 DISCOVERY COMMUNICAT    
258620566 DOUBLELINE TOTAL RET 11,552 9,258
31620RAK1 FIDELITY NATL FINANC 24,933 21,087
69121KAG9 OWL ROCK CAPITAL COR 18,981 17,279
723787AT4 PIONEER NAT RES CO 25,015 24,132
74460DAH2 PUBLIC STORAGE 26,988 24,301
78016EYH4 ROYAL BANK CANADA 24,971 20,993
808513BV6 CHARLES SCHWAB CORP 23,163 22,932
9128284V9 UNITED STATES TREASU 62,289 58,978
91282CCB5 UNITED STATES TREASU 73,751 64,960
26441CBT1 DUKE ENERGY CORP 21,968 20,958
3135G05Q2 FEDERAL NATIONAL MOR 34,864 33,028
9128283F5 UNITED STATES TREASU 47,621 47,274
912828R36 UNITED STATES TREASU 24,715 24,130
912828XB1 UNITED STATES TREASU 19,890 19,843
912828Z94 UNITED STATES TREASU 13,894 13,025
91282CCS8 UNITED STATES TREASU 41,713 39,988
91282CDJ7 UNITED STATES TREASU 53,892 49,030
91282CDY4 UNITED STATES TREASU 48,533 42,055
91282CEM9 UNITED STATES TREASU 55,431 52,711
91282CEP2 UNITED STATES TREASU 47,112 43,737
91282CFF3 UNITED STATES TREASU 15,870 15,076
91282CFV8 UNITED STATES TREASU 72,685 69,248
037833DU1 APPLE INC    
06051GGA1 BANK OF AMERICA CORP 23,852 24,094
06406RBP1 BANK OF NY MELLON CO    
13063DRE0 CALIFORNIA STATE 44,149 45,566
172967LP4 CITIGROUP INC 47,323 48,433
37045XEG7 GENERAL MOTORS FINL 21,011 21,448
46647PBU9 JPMORGAN CHASE & CO 19,127 19,111
576000ZF3 MASSACHUSETTS STATE 33,097 33,289
725209NZ9 PITTSBURGH PENNSYLVA 33,914 34,234
78409VBK9 S&P GLOBAL INC 23,827 23,558
808513CJ2 CHARLES SCHWAB CORP 22,000 22,932
87264ABD6 T-MOBILE USA INC 17,414 17,585
912810FG8 UNITED STATES TREASU 21,909 21,767
9128285Z9 UNITED STATES TREASU    
91282CGM7 UNITED STATES TREASU 20,338 19,536
91282CHK0 UNITED STATES TREASU 22,753 22,762
928563AC9 VMWARE INC 22,156 22,480
94106LBU2 WASTE MANAGEMENT INC 20,103 19,479
00287YBX6 ABBVIE INC 20,504 20,419
00914AAR3 ARI LEASE CORP 23,439 23,732
03027XCH1 AMERICAN TOWER CORP 22,836 23,039
11135FCC3 BROADCOM INC 22,940 22,242
446150BE3 HUNTINGTON BANCSHARE 24,018 24,019
46429B267 ISHARES US TREASURY 11,240 11,490
47233WEJ4 JEFFERIES FIN GROUP 21,965 22,673
58013MFX7 MCDONALD'S CORP 20,921 21,144
7591EPAV2 REGIONS FINANCIAL CO 23,387 22,460
822905AF2 SHELL FINANCE US INC 22,165 21,529
858119BK5 STEEL DYNAMICS INC 22,777 22,255
912810FF0 UNITED STATES TREASU 47,278 46,418
91282CGS4 UNITED STATES TREASU 21,363 21,203
91282CGV7 UNITED STATES TREASU 22,894 22,854
91282CJZ5 UNITED STATES TREASU 91,363 90,949
91282CKV2 UNITED STATES TREASU 69,918 69,578

TY 2024 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 LABS 11,848 50,900
00287Y109 ABBVIE INC 9,407 50,645
00971T101 AKAMAI TECHNOLOGIES 4,866 10,713
02079K107 ALPHABET INC CL C 12,902 51,038
032654105 ANALOG DEVICES INC 28,620 69,050
036752103 ELEVANCE HEALTH INC 15,398 41,686
101137107 BOSTON SCIENTIFIC CO 1,964 4,913
110122108 BRISTOL MYERS SQUIBB    
12504L109 CBRE GROUP INC 3,653 17,199
126650100 CVS HEALTH CORP 33,049 20,201
14040H105 CAPITAL ONE FINANCIA 5,514 13,909
17275R102 CISCO SYSTEMS INC 14,748 26,640
172967424 CITIGROUP INC 19,478 24,637
191216100 COCA COLA CO 16,320 20,235
20030N101 COMCAST CORP-CL A 3,752 13,361
219350105 CORNING INC 24,608 41,580
235851102 DANAHER CORP 4,789 15,150
254709108 DISCOVER FINL SVCS 20,110 65,827
26875P101 EOG RESOURCES INC 10,738 33,710
315616102 F5 INC 11,398 22,129
337738108 FISERV INC 1,607 3,287
38141G104 GOLDMAN SACHS GROUP 17,386 57,262
40412C101 HCA HEALTHCARE INC 4,690 29,715
436440101 HOLOGIC INC 6,618 12,255
437076102 HOME DEPOT INC 24,713 52,514
438516106 HONEYWELL INTERNATIO 17,520 41,790
461202103 INTUIT INC 5,043 25,769
478160104 JOHNSON & JOHNSON 21,509 31,816
502431109 L3 HARRIS TECHNOLOGI 18,725 23,131
58933Y105 MERCK & CO INC 23,487 46,756
594918104 MICROSOFT CORP 29,313 109,590
620076307 MOTOROLA SOLUTIONS, 7,678 25,423
665859104 NORTHERN TR CORP 14,837 20,500
69370C100 PTC INC 4,790 12,871
713448108 PEPSICO INC 17,952 38,775
750102105 RACKSPACE TECHNOLOGY 9,116 1,028
808513105 CHARLES SCHWAB CORP 12,940 20,353
855244109 STARBUCKS CORP 11,640 19,163
902494103 TYSON FOODS INC CL A    
911312106 UNITED PARCEL SERVIC 18,242 29,634
91324P102 UNITEDHEALTH GROUP I 1,299 21,752
92343V104 VERIZON COMMUNICATIO    
92345Y106 VERISK ANALYTICS INC 5,206 23,412
76131D103 RESTAURANT BRANDS IN 25,122 26,072
G02602103 AMDOCS LTD 15,924 22,988
G1151C101 ACCENTURE PLC CL A 12,934 61,563
G5960L103 MEDTRONIC PLC    
G6095L109 APTIV PLC    
H1467J104 CHUBB LTD 26,959 56,918
N6596X109 NXP SEMICONDUCTORS N 7,157 18,083
007903107 ADVANCED MICRO DEVIC 3,230 3,141
023135106 AMAZON.COM INC 37,040 52,434
037833100 APPLE INC 26,262 34,808
125523100 THE CIGNA GROUP 1,846 1,933
127097103 COTERRA ENERGY INC 17,740 30,648
169656105 CHIPOTLE MEXICAN GRI 2,614 4,523
172908105 CINTAS CORP 1,372 2,192
231021106 CUMMINS INC 33,805 47,061
30303M102 META PLATFORMS INC C 7,747 13,467
30744W107 FARFETCH LTD CL A 716  
37940X102 GLOBAL PAYMENTS INC 18,611 14,008
46120E602 INTUITIVE SURGICAL I 3,376 5,220
517834107 LAS VEGAS SANDS CORP    
532457108 LILLY ELI & CO 3,628 8,492
550021109 LULULEMON ATHLETICA 1,352 1,912
571748102 MARSH & MCLENNAN COS 14,712 26,551
57636Q104 MASTERCARD INC CL A 4,419 6,319
60937P106 MONGODB INC CL A    
64110L106 NETFLIX INC 3,965 6,239
654106103 NIKE INC-CLASS B 1,980 908
67066G104 NVIDIA CORP 8,049 29,141
70450Y103 PAYPAL HOLDINGS INC    
76954A103 RIVIAN AUTOMOTIVE IN    
771049103 ROBLOX CORP CL A 1,237 752
776696106 ROPER TECHNOLOGIES I 2,436 2,599
778296103 ROSS STORES INC    
78409V104 S&P GLOBAL INC 10,108 13,447
79466L302 SALESFORCE INC 1,271 1,672
81762P102 SERVICENOW INC 3,638 6,361
83304A106 SNAP INC CL A 3,307 797
863667101 STRYKER CORPORATION 1,013 1,440
874039100 TAIWAN SEMICONDUCTOR 1,520 2,567
879360105 TELEDYNE TECHNOLOGIE 2,557 2,785
89400J107 TRANSUNION 8,755 9,271
90364P105 UIPATH INC CL A 922 292
92826C839 VISA INC CL A 20,238 28,128
98980L101 ZOOM COMMUNICATIONS 897 408
L8681T102 SPOTIFY TECHNOLOGY S 1,259 2,684
N07059210 ASML HOLDING NV-NY R 2,283 2,079
N3167Y103 FERRARI NV 1,031 1,699
009279100 AIRBUS SE UNSPONSORE    
04016X101 ARGENX SE SPONSORED 1,504 1,845
049468101 ATLASSIAN CORPORATIO 1,636 2,190
19247G107 COHERENT CORP 7,849 20,841
21036P108 CONSTELLATION BRANDS    
228368106 CROWN HOLDINGS INC 10,484 9,923
256677105 DOLLAR GENERAL CORP    
268150109 DYNATRACE INC 830 978
444859102 HUMANA INC    
46266C105 IQVIA HOLDINGS INC 8,603 7,860
512807108 LAM RESEARCH CORP    
518439104 LAUDER ESTEE COS INC    
573874104 MARVELL TECHNOLOGY I 10,501 19,329
58155Q103 MCKESSON CORP    
72352L106 PINTEREST INC CL A 1,255 1,334
742718109 PROCTER & GAMBLE CO    
82509L107 SHOPIFY INC CL A 1,539 2,871
872590104 T-MOBILE US INC 10,204 16,555
874054109 TAKE-TWO INTERACTIVE 9,766 12,886
88160R101 TESLA INC 4,246 7,269
92338C103 VERALTO CORPORATION    
98980F104 ZOOMINFO TECHNOLOGIE    
G3922B107 GENPACT LTD 2,140 2,534
G54950103 LINDE PLC 1,199 1,256
03831W108 APPLOVIN CORP CL A 1,281 3,238
052769106 AUTODESK INC 1,002 1,182
11135F101 BROADCOM INC 3,883 3,709
22266T109 COUPANG INC CL A 1,850 1,978
443573100 HUBSPOT INC 1,064 1,394
679580100 OLD DOMINION FREIGHT 1,198 1,058
871607107 SYNOPSYS INC 1,517 1,456
883556102 THERMO FISHER SCIENT 1,657 1,561
90353T100 UBER TECHNOLOGIES IN 1,455 1,267

TY 2024 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 ET AT COST 2,267 2,646
464287606 ISHARES S&P MIDCAP 4 AT COST 42,769 245,511
464287630 ISHARES RUSSELL 2000 AT COST 60,383 131,336
464287705 ISHARES S&P MIDCAP 4 AT COST 51,472 237,424
464287887 ISHARES S&P SMALLCAP AT COST 37,139 142,139
464287507 ISHARES CORE S&P MID AT COST 3,340 6,231
464287655 ISHARES RUSSELL 2000 AT COST 3,842 5,524
921943858 VANGUARD FTSE DEVELO AT COST 149,080 143,460
22822V101 CROWN CASTLE INC AT COST 13,408 14,975
64128K751 NEUBERGER BERMAN STR      
85918D624 STERLING CAPITAL TOT AT COST 11,368 9,678
85918D640 STERLING CAPITAL SPE      
85918D657 STERLING CAPITAL EQU AT COST 6,579 8,614
45775L408 T ROWE PRICE LARGE-C AT COST 7,206 9,764
464287200 ISHARES CORE S&P 500 AT COST 288,507 370,868
58770JAE4 MERCEDES-BENZ AUTO L AT COST 22,996 23,280
74256W485 PRINCIPAL SPECTRUM P AT COST 2,000 2,020

TY 2024 OtherDecreasesSchedule
Name:
SMITH GEN WA TR UW - ITEM XXII
EIN:
56-6042630
Description Amount
2024 TRANSACTIONS POSTED IN 2025 336
RETURN OF CAPITAL ADJUSTMENT 352
ACCRUED INT EFFECTIVE BEFORE TAX YEAR 70


TY 2024 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 ALLOCABLE EXPENSE-PRINCI 20 0   20
OTHER ALLOCABLE EXPENSE-INCOME 20 0   20
OTHER EXPENSE (NON-DEDUCTIBLE 28 28   0


TY 2024 OtherIncreasesSchedule
Name:
SMITH GEN WA TR UW - ITEM XXII
EIN:
56-6042630
Description Amount
2023 TRANSACTIONS POSTED IN 2024 488
2023 SALES POSTED IN 2024 64,531
ACCRUED INT POSTING DATE BEFORE TAX YEAR 885
RECOVERY OF PRIOR YEAR GRANTS 10,187
COST BASIS ADJUSTMENTS 7


TY 2024 OtherProfessionalFeesSchedule
Name:
SMITH GEN WA TR UW - ITEM XXII
EIN:
56-6042630
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 1,107 1,107    


TY 2024 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 209 209   0
FEDERAL TAX PAYMENT - PRIOR YE 1,767 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,924 0   0
FOREIGN TAXES ON QUALIFIED FOR 335 335   0
FOREIGN TAXES ON NONQUALIFIED 78 78   0