TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
THE SYBIL SMITH FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)3664-B DAUPHIN ST
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 If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$15,144,198J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	166,894		166,675
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		432,312
b	Gross sales price for all assets on line 6a 1,208,754
7	Capital gain net income (from Part IV, line 2)...			432,312
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).......	List of Attached Documents: // Content	468,464	468,464	0
12	Total. Add lines 1 through 11........	1,067,670		1,067,451	0
13	Compensation of officers, directors, trustees, etc.	162,674		58,635	0	104,039
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	17,160	12,870	0	4,290
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	40,704	40,704	0	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	21,347	7,604	0	4,418
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	883		0	0	883
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	38,014	4,541	0	33,473
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	280,782		124,354	0	147,103
25	Contributions, gifts, grants paid.......	466,669				466,669
26	Total expenses and disbursements. Add lines 24 and 25	747,451		124,354	0	613,772
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	320,219
b	Net investment income (if negative, enter -0-)			943,097
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	924,601	396,504	396,504
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	34,875	List of Attached Documents: // Content 779,588	763,116
	b	Investments—corporate stock (attach schedule).......	3,366,868	List of Attached Documents: // Content 3,767,615	5,963,410
	c	Investments—corporate bonds (attach schedule).......	720,340	List of Attached Documents: // Content 1,993,664	1,964,946
	11	Investments—land, buildings, and equipment: basis 4,950
		Less: accumulated depreciation (attach schedule) 4,950			4,950
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	5,729,800	List of Attached Documents: // Content 4,170,290	6,051,272
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	10,776,484	11,107,661	15,144,198
	17	Accounts payable and accrued expenses..........	1,108	5,637
	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 )
	23	Total liabilities (add lines 17 through 22).........	1,108	5,637
		Foundations that follow FASB ASC 958, check here
		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
		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	10,775,376	11,102,024
	29	Total net assets or fund balances (see instructions).....	10,775,376	11,102,024
	30	Total liabilities and net assets/fund balances (see instructions).	10,776,484	11,107,661

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

10,775,376

Enter amount from Part I, line 27a .....................

320,219

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

6,429

Add lines 1, 2, and 3 ..........................

11,102,024

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

11,102,024

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
1 a	PUBLICLY TRADED SECUTITIES	P
b	CAPITAL GAINS DIVIDENDS	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,155,168	776,442	378,726
b	53,586		53,586
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			378,726
b			53,586
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	432,312
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	13,109
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	13,109
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	13,109
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	11,400
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	11,400
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	207
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,916
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

CAROL HUNTER Telephone no. right arrow

(251) 345-9633

Located at right arrow

3664-B DAUPHIN STMOBILEAL ZIP+4 right arrow

36608

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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-)
FIRST HORIZON AS CORPORATE CO-TRUST	CO-TRUSTEE 10.00	52,514
3664-B DAUPHIN ST MOBILE,AL36608	CO-TRUSTEE 10.00	52,514
ANN S BEDSOLE	CHAIR, DISTRIBUTION COMMIT 1.00	10,092
6 ST JOSEPH STREET MOBILE,AL36602	CHAIR, DISTRIBUTION COMMIT 1.00	10,092
LORAINE BEDSOLE	MEMBER, DISTRIBUTION COMMI 1.00	5,767
6 ST JOSEPH STREET MOBILE,AL36602	MEMBER, DISTRIBUTION COMMI 1.00	5,767
CAROL S HUNTER	MEMBER, DISTRIBUTION COMMI 1.00	5,767
6 ST JOSEPH STREET MOBILE,AL36602	MEMBER, DISTRIBUTION COMMI 1.00	5,767
MARY COUSAR	CO-TRUSTEE 10.00	20,000
6 ST JOSEPH STREET MOBILE,AL36602	CO-TRUSTEE 10.00	20,000
ALEXANDRA DEMMAS	MEMBER, DISTRIBUTION COMMI 1.00	5,767
6 ST JOSEPH STREET MOBILE,AL36602	MEMBER, DISTRIBUTION COMMI 1.00	5,767
MASSEY DEMMAS	MEMBER, DISTRIBUTION COMMI 1.00	5,767
6 ST JOSEPH STREET MOBILE,AL36602	MEMBER, DISTRIBUTION COMMI 1.00	5,767
KAREN KENNEDY	EXECUTIVE DIRECTOR 30.00	57,000
6 ST JOSEPH STREET MOBILE,AL36602	EXECUTIVE DIRECTOR 30.00	57,000

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...................				0

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

7,152,962

Average of monthly cash balances.......................

1,000,491

Fair market value of all other assets (see instructions)................

6,820,388

Total (add lines 1a, b, and c).........................

14,973,841

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

14,973,841

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

224,608

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

14,749,233

Minimum investment return. Enter 5% (0.05) of line 5................

737,462

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.)

Minimum investment return from Part IX, line 6..................

737,462

Tax on investment income for 2024 from Part V, line 5 .......

13,109

Income tax for 2024. (This does not include the tax from Part V.) ...

1,230

Add lines 2a and 2b............................

14,339

Distributable amount before adjustments. Subtract line 2c from line 1............

723,123

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

723,123

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

723,123

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

613,772

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

613,772

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				723,123
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......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 613,772
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)........	0
d Applied to 2024 distributable amount.....				613,772
e Remaining amount distributed out of corpus	0
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	0
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 ..........				109,351
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 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 ......	0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

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:

CAROL HUNTER
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 (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALABAMA SCHOOL OF MATH AND SCIENCE 1255 DAUPHIN ST MOBILE,AL36604		PC	EDUCATION	46,000
DUMAS WESLEY COMMUNITY CENTER 126 MOBILE ST MOBILE,AL36607		PC	COMMUNITY WELFARE	300,000
MOBILE BOTANICAL GARDENS 5151 MUSEUM DR MOBILE,AL36608		PC	COMMUNITY WELFARE	12,500
MOBILE MUSEUM OF ART 4850 MUSEUM DR MOBILE,AL36608		PC	COMMUNITY WELFARE	10,000
MONROE COUNTY HERITAGE MUSEUM PO BOX 1637 MONROEVILLE,AL36461		PC	ARTS, CULTURE, AND HUMANITIES	33,169
NATURE CONSERVANCY OF ALABAMA 118 N ROYAL STREET MOBILE,AL36602		PC	COMMUNITY WELFARE	5,000
NORTHWEST FLORIDA BALLET 310 PERRY AVE SE FORT WALTON BEACH,FL32548		PC	ARTS, CULTURE, AND HUMANITIES	50,000
PROVIDENCE FOUNDATION PO BOX 850429 MOBILE,AL36685		PC	COMMUNITY WELFARE	10,000
Total ................................. 3a				466,669

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	166,894
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 .....	523000		14	468,464
8 Gain or (loss) from sales of assets other than inventory ............			18	432,312
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) ..		0		1,067,670	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,067,670

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

THE SYBIL SMITH FOUNDATION

EIN:

47-2963339

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING	17,160	12,870	0	4,290

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

THE SYBIL SMITH FOUNDATION

EIN:

47-2963339

Name of Bond	End of Year Book Value	End of Year Fair Market Value
4000 BHP BILLITON FIN USA 5.250% 9/08/26	3,988	4,041
3000 NASDAQ INC 5.650% 6/28/25	2,999	3,013
4000 PFIZER INVT ENTERPRI 4.450% 5/19/26	3,900	3,994
4000 VULCAN MATERIALS CO 4.500% 4/01/25	3,935	3,994
4000 GENERAL MILLS INC 4.000% 4/17/25	3,925	3,989
4000 LOWE'S COS INC 4.000% 4/15/25	4,009	3,992
4000 UNION PACIFIC CORP 3.750% 7/15/25	3,960	3,982
23000 AMERICAN EXPRESS CO 3.950% 8/01/25	22,739	22,907
4000 JOHN DEERE CAP MTN 3.400% 6/06/25	3,887	3,980
4000 ADOBE SYSTEMS INC 3.250% 2/01/25	3,926	3,995
4000 HARRIS CORP 3.832% 4/27/25	3,966	3,987
24000 LOCKHEED MARTIN CORP 3.550% 1/15/26	23,745	23,774
24000 SHELL INTERNATIONAL 3.250% 5/11/25	23,759	23,895
4000 GENERAL DYNAMICS CO 3.250% 4/01/25	3,868	3,988
24000 PRECISION CASTPARTS 3.250% 6/15/25	23,796	23,862
4000 ASTRAZENECA PLC 3.375% 11/16/25	3,837	3,961
4000 MERCK & CO INC 2.750% 2/10/25	3,860	3,992
4000 NORTHROP GRUMMAN 2.930% 1/15/25	3,864	3,997
4000 EXXON MOBIL CORP 2.709% 3/06/25	3,822	3,987
4000 CITIGROUP INC 3.700% 1/12/26	3,859	3,960
4000 CANADIAN PACIFIC RR 2.900% 2/01/25	3,873	3,992
24000 VISA INC 3.150% 12/14/25	23,516	23,728
4000 APPLE INC 3.250% 2/23/26	3,871	3,952
4000 HOME DEPOT INC 2.700% 4/15/25	3,966	3,980
4000 AMGEN INC 3.125% 5/01/25	3,895	3,978
4000 CONOCOPHILLIPS CO 2.400% 3/07/25	3,850	3,983
4000 BRISTOL-MYERS SQUIBB 3.200% 6/15/26	3,863	3,929
4000 TOYOTA MTR CRED MTN 1.800% 2/13/25	3,843	3,986
4000 KIMBERLY-CLARK CORP 2.750% 2/15/26	3,750	3,923
4000 SOUTHERN CO 3.250% 7/01/26	3,808	3,918
4000 KRAFT HEINZ FOODS CO 3.000% 6/01/26	3,835	3,904
4000 NORFOLK SOUTHERN 2.900% 6/15/26	3,825	3,907
4000 ABBVIE INC 2.950% 11/21/26	3,828	3,886
4000 CHEVRON CORP 1.554% 5/11/25	3,738	3,957
24000 HONEYWELL INTERNATL 1.350% 6/01/25	23,352	23,688
4000 PROCTER & GAMBLE CO 2.450% 11/03/26	3,761	3,868
24000 CISCO SYSTEMS INC 2.500% 9/20/26	23,025	23,258
4000 WASTE MANAGEMENT INC 0.750% 11/15/25	3,596	3,870
4000 AMERICAN HONDA MTN 5.250% 7/07/26	4,023	4,031
3000 STATE STREET CORP 5.272% 8/03/26	3,028	3,030
3000 MARRIOTT INTERNATL 5.750% 5/01/25	3,007	3,006
4000 ELI LILLY & CO 5.000% 2/27/26	3,993	4,000
4000 UNITED PARCEL 3.900% 4/01/25	3,921	3,993
3000 BP CAP MKTS AMER INC 3.796% 9/21/25	3,003	2,986
3000 JPMORGAN CHASE & CO 3.900% 7/15/25	2,936	2,989
3000 WALT DISNEY CO 3.350% 3/24/25	2,923	2,992
4000 PRICELINE GROUP INC 3.600% 6/01/26	3,901	3,948
3000 MICROSOFT CORP 3.125% 11/03/25	2,908	2,969
3000 BANK OF AMERICA MTN 3.500% 4/19/26	2,903	2,955
4000 ACE INA HOLDINGS 3.350% 5/03/26	3,896	3,938
3000 GOLDMAN SACHS GROUP 3.500% 4/01/25	2,960	2,989
16215.97 VANGUARD INTRM BND INDX-ADM	180,479	164,268
11871.06 DODGE & COX INCOME FUND #147	154,497	146,964
4940.70 VANGUARD S/T BOND INDX-ADM	51,465	50,049
1868.97 VANGUARD TTL INTL BND-ADM	38,865	36,688
4000 GENERAL DYNAMICS 3.500% 05/15/25	3,927	3,986
24000 TORONTO-DOM MTN CONV 3.766% 6/06/25	23,761	23,910
24000 UNITEDHEALTH GRP 3.750% 7/15/25	23,748	23,901
4000 WALMART INC 3.900% 9/09/25	3,940	3,986
24000 LOWE'S COS INC 3.375% 9/15/25	23,659	23,772
24000 DOMINION ENERGY INC 3.900% 10/01/25	23,749	23,838
4000 COMCAST CORP 3.950% 10/15/25	3,929	3,979
23000 KROGER CO 3.500% 2/01/26	22,554	22,699
24000 EXXON MOBIL CORP 3.043% 3/01/26	23,390	23,623
4000 AT&T INC 1.700% 3/25/26	3,741	3,856
25000 KELLOGG CO 3.250% 4/01/26	24,438	24,589
24000 ABBVIE INC 3.200% 5/14/26	23,524	23,573
25000 CHEVRON CORP 2.954% 5/16/26	24,417	24,512
14000 BK NY MELLON MTN V-D 4.414% 7/24/26	13,888	13,963
19000 TRUIST FINAN MTN V-D 4.260% 7/28/26	18,745	18,926
25000 ALPHABET INC 1.998% 8/15/26	23,868	24,067
4000 DUKE ENERGY CORP 2.650% 9/01/26	3,802	3,872
24000 NVIDIA CORP 3.200% 9/16/26	23,471	23,534
24000 CITIGROUP INC 3.200% 10/21/26	23,294	23,340
4000 WELLS FARGO & CO 3.000% 10/23/26	3,786	3,878
4000 ILLINOIS TOOL WORKS 2.650% 11/15/26	3,813	3,884
4000 ABBOTT LABORATORIES 3.750% 11/30/26	3,905	3,952
26000 PFIZER INC 3.000% 12/15/26	25,289	25,296
4000 MORGAN STANLEY MTN 3.625% 1/20/27	3,879	3,927
4000 BANK NY MELLON MTN 2.050% 1/26/27	3,710	3,809
24000 GENERAL MILLS INC 3.200% 2/10/27	23,280	23,307
4000 CHARLES SCHWAB CORP 2.450% 3/03/27	3,731	3,820
4000 BLACKROCK INC 3.200% 3/15/27	3,840	3,896
4000 KEURIG DR PEPPER 5.100% 3/15/27	4,012	4,036
24000 VERIZON COMM INC 4.125% 3/16/27	23,819	23,729
25000 MASTERCARD INC 3.300% 3/26/27	24,363	24,381
25000 MORGAN STANLEY V-D 1.593% 5/04/27	23,653	23,963
24000 APPLE INC 3.200% 5/11/27	23,446	23,338
4000 CATERPILLAR FINL MTN 5.000% 5/14/27	3,996	4,041
4000 COSTCO WHOLESALE 3.000% 5/18/27	3,813	3,885
4000 PNC FINANCIAL SVCS 3.150% 5/19/27	3,776	3,859
24000 QUALCOMM INC 3.250% 5/20/27	23,311	23,343
25000 CSX CORP 3.250% 6/01/27	24,345	24,217
4000 TRUIST FIN MTN V-D 6.047% 6/08/27	4,038	4,066
24000 WELLS FARGO MTN V-Q 3.196% 6/17/27	23,391	23,445
4000 AMAZON.COM INC 3.150$ 8/22/27	3,769	3,862
24000 EATON CORP 3.103 9/15/27	23,237	23,112
4000 MARTIN MARIETTA MAT 3.500% 12/15/27	3,843	3,861
25000 NORTHROP GRUMMAN 3.250% 1/15/28	24,067	23,898
25000 GENERAL DYNAMICS 3.750% 5/15/28	24,312	24,263
25000 KEURIG DR PEPPER INC 4.597% 5/25/28	25,089	24,780
24000 HARRIS CORP 4.400% 6/15/28	24,109	23,578
24000 XCEL ENERGY INC 4.000% 6/15/28	23,750	23,223
25000 BP CAP MARKETS AMER 4.234% 11/06/28	24,839	24,476
24000 GOLDMAN SACHS GP V-D 6.484% 10/24/29	25,407	25,147
23000 STATE STREET V-D 5.684% 11/21/29	23,915	23,640
25000 AFLAC INC 3.600% 4/01/30	23,478	23,485
25000 HOME DEPOT INC 2.700% 4/15/30	22,823	22,509
25000 VULCAN MATERIALS CO 3.500% 6/01/30	23,529	23,172
24000 REGIONS FINAN V-D 5.722% 6/06/30	24,858	24,332
27000 RTX CORPORATION 2.250% 7/01/30	23,500	23,483
26000 JPMORGAN CHASE V-Q 2.739% 10/15/30	23,368	23,421
24000 TOYOTA MTR CRED MTN 5.550% 11/20/30	25,261	24,735
25000 WALT DISNEY COMPANY 2.650% 1/13/31	22,130	22,131
26000 JOHN DEERE CAP MTN 4.900% 3/07/31	26,632	26,008
25000 BANK OF AMER MTN V-Q 1.898% 7/23/31	20,947	21,033
24000 O'RILEY AUTOMOTIVE 4.700% 6/15/32	24,303	23,185
25000 PNC FINL SVSC V-D 6.037% 10/28/33	26,493	25,873
24000 AT&T INC 5.400% 2/15/34	25,171	24,096
25000 BLACKROCK FUNDING 5.000% 3/14/34	25,558	24,688
23000 SOUTHERN CO 5.700% 3/15/34	24,121	23,475
23000 MARRIOTT ITLN INC 5.300% 5/15/34	23,083	22,821
12000 MICROSOFT CORP 2.700% 2/12/25	11,854	11,975
22000 PEPSICO INC 2.250% 3/19/25	21,630	21,894

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

THE SYBIL SMITH FOUNDATION

EIN:

47-2963339

Name of Stock	End of Year Book Value	End of Year Fair Market Value
2480 VERTIV HOLDINGS LLC CL A	21,070	281,753
80 AUTOZONE INC	4,750	256,160
4705 OPEN TEXT CORP	98,829	133,246
615 ZEBRA TECHNOLOGIES CORP	72,768	237,525
3815 BROOKFIELD CORP CL A	57,731	219,172
1365 CGI INC CL A	41,227	149,222
545 FEDEX CORPORATION	36,436	153,325
1010 FISERV INC	14,609	207,474
715 WESCO INTERNATIONAL INC	76,223	129,386
230 THERMO FISHER SCIENTIFIC INC	4,010	119,653
1140 MSC INDL DIRECT INC CL A	40,818	85,147
8875 WARNER BROS DISCOVERY INC CL A	211,350	93,809
1295 EURONET WORLDWIDE INC	156,720	133,178
1205 HOLOGIC INC	84,710	86,868
870 STANLEY BLACK & DECKER INC	59,054	69,852
2930 LKQ CORP	113,078	107,678
840 ASGN INC	71,202	70,006
1590 SS&C TECHNOLOGIES HOLDINGS INC	92,730	120,490
865 HOWARD HUGHES HOLDINGS INC	49,566	66,536
1390 FMC CORP	95,943	67,568
250 WILLIS TOWERS WATSON PLC	17,580	78,310
7660 DIGITALBRIDGE GROUP INC CL A REIT	121,065	86,405
2140 TREEHOUSE FOODS	85,488	75,178
11160 HANESBRANDS INC	184,405	90,842
780 MARRIOT VACATIONS WORLDWIDE CORP	61,861	70,044
5565 ENERGY TRANSFER LP	33,394	109,018
1330 ENTERPRISE PRODS PARTNERS LP	18,834	41,709
360 ONEOK INC	23,807	36,144
14401.47 VANGUARD DEV MKT INDX-ADM	178,989	221,207
1312.23 T ROWE PRICE BLUE CHIP GROWTH FD #93	120,703	244,416
3766.67 AMER FND WASH MUT INV-F3	163,173	231,725
489.51 VANGUARD MID CAP INDEX-ADM	75,508	160,007
2623.45 VANGUARD DIV APPREC INDEX FD-ADM	56,917	139,410
3734.05 VANGUARD DIVIDEND GROWTH-IV	95,480	135,210
1061.49 VANGUARD SMALL-CAP INDEX-ADM	59,135	122,242
1384.49 NEW WORLD FUND-F2	76,454	106,273
2030.22 DFA US LARGE CO PORT	68,987	79,158
116 APPLE INC	5,842	29,049
29 COSTCO WHOLESALE CORP NEW	7,101	26,572
63 CADENCE DESIGN SYSTEMS INC	3,996	18,929
126 JP MORGAN CHASE & CO	14,074	30,203
154 ALPHABET INC CL C	9,517	29,328
226 MERCK & CO INC	16,964	22,482
68 HOME DEPOT INC	15,152	26,451
51 ADOBE INC	17,408	22,679
190 ELECTRONIC ARTS INC	25,117	27,797
26 INTUIT	6,679	16,341
28 PARKER HANNIFIN CORP	8,124	17,809
116 AMAZON.COM INC	12,547	25,449
24 REGENERON PHARMACEUTICALS INC	18,632	17,096
238 NASDAQ INC	7,131	18,400
233 ARCH CAPITAL GROUP LTD	17,380	21,518
99 AMERICAN EXPRESS CO	18,926	29,382
125 AGILENT TECHNOLOGIES INC	10,350	16,792
79 ACCENTURE PLC CL A	28,205	27,791
124 CHEVRON CORPORATION	11,386	17,960
69 CONSTELLATION BRANDS INC	13,479	15,249
90 ZOETIS INC	12,509	14,664
149 TJX COS INC	12,920	18,001
98 PROCTER & GAMBLE CO	10,958	16,430
177 AKAMAI TECHNOLOGIES INC	18,587	16,930
118 VERISIGN INC	23,343	24,421
211 MASCO CORP	14,212	15,312
183 LYONDELLBASELL INDUSTRIES NV	17,704	13,591
104 JOHNSON & JOHNSON	15,176	15,040
75 L3 HARRIS TECHNOLOGIES INC	15,328	15,771
32 SALESFORCE INC	4,948	10,699
173 SKYWORKS SOLUTIONS INC	25,327	15,342
83 CONOCOPHILLIPS	2,694	8,231
228 FORTINET INC	13,899	21,541
37 SYNOPSYS INC	18,458	17,958
223 WALMART INC	11,908	20,148
87 WASTE MANAGEMENT INTERNATIONAL	16,295	17,556
214 PUBLIC SERVICE ENTERPRISE GROUP INC	13,162	18,081
244 ON SEMICONDUCTOR CORP	18,427	15,384
15 MSCI INC	5,413	9,000
17 MCKESSON CORP	7,980	9,688
30 CHUBB LTD	6,816	8,289
371 DROPBOX INC	9,953	11,145
130 BROADCOM INC	22,022	30,139
103 GARMIN LTD	14,674	21,245
47 META PLATFORMS INC CL A	23,309	27,519
615 NICE SYSTEMS LTDSPONS ADR	104,229	104,452
6245 ROYALTY PHARMA PLC CL A	179,076	159,310
37 VERTEX PHARMACEUTICALS INC	15,674	14,900

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

THE SYBIL SMITH FOUNDATION

EIN:

47-2963339

US Government Securities - End of Year Book Value:

779,588

US Government Securities - End of Year Fair Market Value:

763,116

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

THE SYBIL SMITH FOUNDATION

EIN:

47-2963339

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
525.71 GT OFFSHORE FUND LTD CLASS A	AT COST	2,201,018	3,099,029
468.12 GT OFFSHORE FUND LTD CLASS B	AT COST	1,246,925	2,131,541
1 GT INTERNATIONAL EQUITY FUND LP	AT COST	505,968	465,169
1 PALLADIAN PARTNERS VII LP	AT COST	216,379	355,533

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE SYBIL SMITH FOUNDATION

EIN:

47-2963339

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
REPAIRS & MAINTENACE	3,513	0	3,513
UTILITIES	1,869	0	1,869
INSURANCE	20,573	4,541	16,032
OFFICE EXPENSE	12,059	0	12,059

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

THE SYBIL SMITH FOUNDATION

EIN:

47-2963339

Description	Revenue And Expenses Per Books	Net Investment Income
INCOME FROM PUBLICLY TRADED PARTNERSHIPS	1,724	1,724
PALLADIAN PARTNERS VII LP	36,173	36,173
GT INTERNATIONAL EQUITY QP FUND	1,871	1,871
INCOME FROM GT OFFSHORE FUND CLASS-A ANNUAL STATEMENT	262,065	262,065
INCOME FROM GT OFFSHORE FUND CLASS-B ANNUAL STATEMENT	166,631	166,631

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

THE SYBIL SMITH FOUNDATION

EIN:

47-2963339

Description	Amount
TIMING DIFFERENCE	6,429

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

THE SYBIL SMITH FOUNDATION

EIN:

47-2963339

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	40,704	40,704	0	0

- TIN:

TY 2024 TaxesSchedule

Name:

THE SYBIL SMITH FOUNDATION

EIN:

47-2963339

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
FOREIGN TAXES	1,547	1,547	0
PAYROLL TAXES	5,891	1,473	4,418
FEDERAL ESTIMATES PAID	9,325	0	0
STATE TAXES	4,584	4,584	0