2024-07-11T15:15:35-05:00 2023-10-31 570939707 SuggsJohnson LLC PO Box 8895 Greenville SC 29604 990 2022-11-01 383766498 Francis T Smith Endowment Trust Truist Trust Division Trustee SMIT 8642823173 2 W Washington St Greenville SC 29601 Matthew Van Name Trust Advisor/Truist Wealth 8642823168 2024-07-11 1 Matthew Van Name 999009999 0 Brian L Johnson P00224897 8642338400 2024-07-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Truist Bank 2 W Washington St Ste 802 Greenville SC 29601 3532835 0 X N/A X 2008 SC 509(A)(3)SUPPORTING ORGANIZATION RELATED TO CHRIST CHURCH EPIS SCHL,GREENVILLE SC 1 0 0 0 0 0 0 0 0 0 281558 1989574 1158 48 282716 1989622 206950 177105 0 0 21384 19152 0 0 0 75982 64638 304316 260895 -21600 1728727 3700707 3389659 0 0 3700707 3389659 509(A)(3) SUPPORTING ORGANIZATION RELATED TO CHRIST CHURCH EPISCOPAL SCHOOL, CAVALIER DRIVE, GREENVILE SOUTH CAROLINA 0 0 177105 Financial support to Christ Church Episcopal School, GreenvilleSouth Carolina, by means of a direct cash grant to this supported501(c)(3) organization. 177105 177105 177105 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X Shane Kendrick Trust AdvisorTruis 8642823168 2 West Washington Street Ste 800 Greenville SC 29601 X Truist Bank Corporate Fiduciary/Truste 0.50 X 0 0 19152 0 0 19152 0 0 0 0 0 99528 99528 3433259 1543213 1890046 1890046 1890046 Reclaimed Funds - No Tax Effect 901101 48 48 48 1989622 0 0 1989622 177105 177105 19152 19152 64523 64523 115 115 260895 177105 83790 0 3700707 3389659 3700707 3389659 0 0 X 0 0 0 0 3700707 3389659 3700707 3389659 3700707 3389659 1728727 -2039775 0 X 0 0 0 X X X 1 CHRIST CHURCH EPISCOPAL SCHOOL GREENVILLE SC 571122062 2 1 177105 0 1 177105 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 9881 0 0 80930 99529 80930 109410 0 0 97367 83790 0 0 -16437 25620 4251601 3734255 0 0 0 0 4251601 3734255 0 0 0 4251601 3734255 63774 56014 4187827 3678241 146574 128738 0 0 146574 128738 -16437 -13971 146574 146574 0 146574 177105 0 0 0 0 0 177105 177105 146574 100.000000000000 146574 0 0 0 0 137471 206950 344421 0 146574 0 197847 177105 0 177105 0 0 374952 0 0 0 197847 177105 Supplemental information - to Schedule A Section D Question The endowment trust was established pursuant to the terms of the last will & testament of Francis T Smith. The terms of Dr. Smith's last will & testament specified, among other things, that the trustee is BB&T (now Truist) and the sole investment advisor is Scott & Stringfellow both of which are to be compensated and both of which are to serve in perpetuity. Further, the trustee may pay to or apply for the benefit of The Christ Church Episcopal School (Greenville, SC) so long as that school remains exempt from taxation under 501(c) (3) of the Internal Revenue Code such sums from the income and principal of the endowment trust as the trustee, as in the trustee's sole discretion shall be necessary or desireable from time to time to support the activities of the school...but the trustee shall not be required to make annual distributions. There is no other beneficiary designated in Dr. Smith's last will & testament. 3700707 -50153 177105 83790 3389659 4648264 -643240 206950 97367 3700707 3857758 1062137 168249 103382 4648264 3674753 5339 429875 164249 87960 3857758 3398547 5051 510311 155112 84044 3674753 0 0 0 Purpose of the Endowment: The endowment is invested under professional management in perpetuity and the income from the endowment's investment portfolio is paid to and used solely for the benefit of Christ Church Episcopal School Greenville SC, the supported 501(c)(3) organization. At the sole discretion of the trustee principal may be distributed from time to time to support activities of the school. 1 Christ Church Episcopal School 245 Cavalier Drive Greenville SC 29607 571122062 501(C)(3) 177105 0 Face value of cash transferred Financial Support to the School by means of direct cash grants Form 990, Part VI, Section B, line 11b The assigned bank/trustee officer receives a draft of the Form 990 from the CPA firm, reads the draft, and discusses any matters to the extent the officer and the signing CPA believe are not clear and the officer confirms that the answers to the return questions are correct. Thereafter the CPA prepares the final copy for delivery to the bank Trustee. Form 990, Part VI, Section B, line 12c The Testator's Last Will and Testament contains the language under which the Charitable Trust is operated and includes specifying the Trustee. The Trustee's Governing Body is the Trust Department of Truist, a bank holding company whose stock is publically traded. The holding company's stockholders select Directors who select and/or approve the hiring of Executive Officers who select other members of management including the officers of the Bank's Trust Department. All Directors and employees of the bank holding company and of the commercial bank, including the employees of the Trust Department are subject to the commercial bank's written policies, including those policies related to conflicts of interest, whistleblowers, document retention and destruction, and operation of departments and branches. Form 990, Part VI, Section B, line 15 The bank/trustee is compensated by the trust pursuant to the bank's trust department's published fee schedule. No individuals are compensated. Form 990, Part VI, Section C, line 19 Question 18 and 19: The Trustee maintains Forms 1023 and /or 1024 and the Annual Form 990 as well as documents, policy statements, and financial statements in public inspection files and/or Trust specific files in the local branch office that is charged with the administration and the supervision of the Trust. Such information is available to the public upon request during normal business hours.