Nonprofit · EIN 38-3766498
FRANCIS T SMITH ENDOWMENT TR
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $306,799 | $252,174 | $54,625 | $3,172,356 | $0 | $3,172,356 |
| October 31, 2024 | 990 | $3,819 | $255,789 | -$251,970 | $3,713,412 | $0 | $3,713,412 |
| October 31, 2023 | 990 | $1,989,622 | $260,895 | $1,728,727 | $3,389,659 | $0 | $3,389,659 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $306,799
- Net gain from sales of assets
- $216,035
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $165,958
- Compensation of officers, directors and key employees
- $18,920
- Salaries, compensation and benefits (total)
- $18,920
- Professional fundraising fees
- $0
- Accounting fees
- $3,100
- Program services (functional)
- $175,418
- Management and general (functional)
- $76,756
Balance sheet and other
- Total assets, start of year
- $3,713,412
- Total assets, end of year
- $3,172,356
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,172,356
- Publicly traded securities
- $2,853,664
- Gross receipts
- $2,567,034
- Employees
- 0
- Year formed
- 2006
- State of legal domicile
- SC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $18,919 |
990 for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Truist Bank | Corporate Fiduciary/Truste Institutional trustee | 0.5 | $0 | $19,139 |
990 for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Truist Bank | Corporate Fiduciary/Truste Institutional trustee | 0.5 | $0 | $19,152 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % BB&T
- Principal officer (990 for 2024)
- TRUIST BANK NA, PO BOX 919798, ORLANDO, FL 32891
- Signed the 990
- TRUIST BANK, DIRECTOR
- Phone
- (804) 273-7445
- Return prepared by
- ERNST & YOUNG US LLP
Mission
509(A)(3) SUPPORTING ORGANIZATION THAT PROVIDES FINANCIAL SUPPORT TO CHRIST CHURCH EPISCOPAL SCHOOL OF GREENVILE, SOUTH CAROLINA.
Program accomplishments
- FINANCIAL SUPPORT TO CHRIST CHURCH EPISCOPAL SCHOOL, GREENVILLE SOUTH CAROLINA, BY MEANS OF A DIRECT CASH GRANTExpenses $175,418 · grants $165,958
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 38-3766498
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,172,356
- Income (IRS master file)
- $2,567,034
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $306,799 | $252,174 | $3,172,356 | XML |
| 990 | October 2024 | $3,819 | $255,789 | $3,713,412 | XML |
| 990 | October 2023 | $1,989,622 | $260,895 | $3,389,659 | XML |
| 990 | October 2022 | $282,716 | $304,316 | $3,700,707 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3766498).
Questions about FRANCIS T SMITH ENDOWMENT TR
- What is the EIN of FRANCIS T SMITH ENDOWMENT TR?
- The employer identification number (EIN) of FRANCIS T SMITH ENDOWMENT TR is 38-3766498.
- Is FRANCIS T SMITH ENDOWMENT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to FRANCIS T SMITH ENDOWMENT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does FRANCIS T SMITH ENDOWMENT TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FRANCIS T SMITH ENDOWMENT TR due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRANCIS T SMITH ENDOWMENT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of FRANCIS T SMITH ENDOWMENT TR?
- The 990 for the year ended October 31, 2025 names TRUIST BANK NA.
- Who are the officers and directors of FRANCIS T SMITH ENDOWMENT TR?
- The 990 for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,919 (TRUIST BANK, TRUSTEE).
- How much revenue does FRANCIS T SMITH ENDOWMENT TR have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $306,799, expenses of $252,174 and total assets of $3,172,356 at year end.
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