Civic Intelligence

Francis T Smith Endowment Trust Bb&T Personal Trust Division Trustee

EIN 38-3766498 • 501(c)3 • Orlando, FL

Profile

509(a)(3) supporting organization related to christ church episcopal school, cavalier drive, greenvile south carolina

PO Box 919798Orlando, FL 32891-9798

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

17th percentile

-8.4%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

604%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$3,172,356

Down $541,056 (-15%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$3,172,356

Down $541,056 (-15%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin97th percentile

Revenue

Up

$306,799

Up $302,980 (+7933%) from 2024

Expenses

Down

$252,174

Down $3,615 (-1.4%) from 2024

Net Income

Up

$54,625

Up $306,595 (+122%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,057,340Liabilities 2011: $0Net Assets 2011: $3,057,3402011Assets 2012: $3,097,663Liabilities 2012: $0Net Assets 2012: $3,097,6632012Assets 2013: $3,372,665Liabilities 2013: $0Net Assets 2013: $3,372,6652013Assets 2014: $3,445,064Liabilities 2014: $0Net Assets 2014: $3,445,0642014Assets 2015: $3,189,317Liabilities 2015: $0Net Assets 2015: $3,189,3172015Assets 2016: $3,162,442Liabilities 2016: $0Net Assets 2016: $3,162,4422016Assets 2017: $3,511,364Liabilities 2017: $0Net Assets 2017: $3,511,3642017Assets 2018: $3,398,547Liabilities 2018: $0Net Assets 2018: $3,398,5472018Assets 2019: $3,674,752Liabilities 2019: $0Net Assets 2019: $3,674,7522019Assets 2020: $3,856,372Liabilities 2020: $0Net Assets 2020: $3,856,3722020Assets 2021: $4,648,264Liabilities 2021: $0Net Assets 2021: $4,648,2642021Assets 2022: $3,700,707Liabilities 2022: $0Net Assets 2022: $3,700,7072022Assets 2023: $3,389,659Liabilities 2023: $0Net Assets 2023: $3,389,6592023Assets 2024: $3,713,412Liabilities 2024: $0Net Assets 2024: $3,713,4122024Assets 2025: $3,172,356Liabilities 2025: $0Net Assets 2025: $3,172,3562025

Highlighted filing

2025

Assets$3,172,356
Liabilities$0
Net Assets$3,172,356
Open 2025 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $136,271Expenses 2011: $218,078Net Income 2011: -$81,8072011Revenue 2012: $260,218Expenses 2012: $219,895Net Income 2012: $40,3232012Revenue 2013: $68,810Expenses 2013: $218,331Net Income 2013: -$149,5212013Revenue 2014: $149,530Expenses 2014: $209,819Net Income 2014: -$60,2892014Revenue 2015: $178,043Expenses 2015: $234,708Net Income 2015: -$56,6652015Revenue 2016: $17,009Expenses 2016: $217,621Net Income 2016: -$200,6122016Revenue 2017: $100,935Expenses 2017: $237,166Net Income 2017: -$136,2312017Revenue 2018: $108,774Expenses 2018: $240,697Net Income 2018: -$131,9232018Revenue 2019: $57,947Expenses 2019: $239,156Net Income 2019: -$181,2092019Revenue 2020: $116,404Expenses 2020: $252,209Net Income 2020: -$135,8052020Revenue 2021: $82,447Expenses 2021: $269,875Net Income 2021: -$187,4282021Revenue 2022: $282,716Expenses 2022: $304,316Net Income 2022: -$21,6002022Revenue 2023: $1,989,622Expenses 2023: $260,895Net Income 2023: $1,728,7272023Revenue 2024: $3,819Expenses 2024: $255,789Net Income 2024: -$251,9702024Revenue 2025: $306,799Expenses 2025: $252,174Net Income 2025: $54,6252025

Highlighted filing

2025

Revenue$306,799
Expenses$252,174
Net Income$54,625
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,172,356
Liabilities
$0
Net assets
$3,172,356
Revenue
$306,799
Expenses
$252,174
Net income
$54,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.31$0.25$0.05
2024Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.00$0.26$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$1.99$0.26$1.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.00$3.70$0.28$0.30$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$0.00$4.65$0.08$0.27$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.12$0.25$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.06$0.24$0.18
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.11$0.24$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.10$0.24$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.02$0.22$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.18$0.23$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.15$0.21$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.00$3.37$0.07$0.22$0.15
2012Summary only. Only limited summary data is available for this year.$3.10$0.00$3.10$0.26$0.22$0.04
2011Summary only. Only limited summary data is available for this year.$3.06$0.00$3.06$0.14$0.22$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Feb 12, 2026
Return Version
2024v5.2
Gross Receipts
$2,567,034
Mission and Program Overview

Mission

509(a)(3) supporting organization related to christ church episcopal school, cavalier drive, greenvile south carolina

509(a)(3) supporting organization that provides financial support to christ church episcopal school of greenvile, south carolina.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,713,412--
Cap Stk Tr Prin Current Funds-$3,172,356-
Investments in Publicly Traded Securities$3,713,412$2,853,664▼ $859,748
Cash and Non-Interest-Bearing Accounts-$318,692-
Total Assets$3,713,412$3,172,356▼ $541,056
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,713,412$3,172,356▼ $541,056
Total Liabilities and Net Assets / Fund Balance$3,713,412$3,172,356▼ $541,056
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Truist BankTrustee$18,919$18,919
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$306,799
Other Revenue
$0
Change in Net Assets
$54,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$165,958
Other Expenses$67,296
Salaries, Compensation, and Employee Benefits$18,920
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$165,958--$165,958
Fees for Service Investment Mgmnt Fees$0$63,234-$63,234
Current Officers, Directors, Trustees, and Key Employees$9,460$9,460-$18,920
Fees for Services Accounting-$3,100-$3,100
Other Expenses-$932-$932
Fees for Services Other-$30-$30
Total Functional Expenses$175,418$76,756$0$252,174
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Christ Church Episcopal SchoolGreenville, SC501(c)(3)General Purpose$165,958
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy of the form 990 is provided to trustee for review prior to filing”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Francis T Smith Endowment Trust
EIN
38-3766498
Phone
8042737445
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8042737445
Signed
2026-02-12
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
Sc
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 transaction posted in 2024 of $139, 2024 transaction postedin2025 of ($17), mutual fund earnings of ($3), beginning fmv to book value adjustment ($595,794) and rounding of ($6).”

Raw XML AppendixShowing 400 of 401 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0509(A)(3) SUPPORTING ORGANIZATION THAT PROVIDES FINANCIAL SUPPORT TO CHRIST CHURCH EPISCOPAL SCHOOL OF GREENVILE, SOUTH CAROLINA.
IRS990/AddressChangeInd0X
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRUIST BANK NA
IRS990/BooksInCareOfDetail/PhoneNum08042737445
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORLANDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032891
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03172356
IRS990/CashNonInterestBearingGrp/EOYAmt0318692
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09460
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt09460
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt018920
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0165958
IRS990/CYInvestmentIncomeAmt0306799
IRS990/CYOtherExpensesAmt067296
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt054625
IRS990/CYSalariesCompEmpBnftPaidAmt018920
IRS990/CYTotalExpensesAmt0252174
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0306799
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FINANCIAL SUPPORT TO CHRIST CHURCH EPISCOPAL SCHOOL, GREENVILLE SOUTH CAROLINA, BY MEANS OF A DIRECT CASH GRANT
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0175418
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03100
IRS990/FeesForServicesAccountingGrp/TotalAmt03100
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt030
IRS990/FeesForServicesOtherGrp/TotalAmt030
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt063234
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt063234
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0TRUIST BANK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt018919
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0216035
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0165958
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0165958
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0165958
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02476270
IRS990/GrossReceiptsAmt02567034
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt090764
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt090764
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03713412
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02853664
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0SC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02260235
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0509(A)(3) SUPPORTING ORGANIZATION THAT PROVIDES FINANCIAL SUPPORT TO CHRIST CHURCH EPISCOPAL SCHOOL OF GREENVILE, SOUTH CAROLINA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt03713412
IRS990/NetAssetsOrFundBalancesEOYAmt03172356
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0216035
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0216035
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-595681
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES WITHHELD
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0932
IRS990/OtherExpensesGrp/TotalAmt0932
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0TRUIST BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0165282
IRS990/PYInvestmentIncomeAmt03766
IRS990/PYOtherExpensesAmt071368
IRS990/PYOtherRevenueAmt053
IRS990/PYRevenuesLessExpensesAmt0-251970
IRS990/PYSalariesCompEmpBnftPaidAmt019139
IRS990/PYTotalExpensesAmt0255789
IRS990/PYTotalRevenueAmt03819
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt054625
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03713412
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0104819
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt095215
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt014055
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt090764
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt095215
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt076756
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt090507
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt028063
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt04708
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt04708
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0127639
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0127639
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt04002
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0127639
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0127639
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0127639
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0175418
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0175418
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0283857
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0165282
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0177105
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt069109
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0459275
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0165958
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0165282
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0177105
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt069109
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0411496
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt09460
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0165958
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0127639
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0165958
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0175418
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST ESTABLISHED BY THE WILL OF FRANCIS THOMPSON SMITH DATED NOVEMBER 22, 2006. PER THE TERMS OF THE DOCUMENT, THE INCOME AND PRINCIPAL SHALL BE USED TO SUPPORT THE ACTIVITIES OF THE CHRIST CHURCH EPISCOPAL SCHOOL, WHICH IT HAS DONE SINCE INCEPTION, DEMONSTRATING A CLOSE AND CONTINUOUS WORKING RELATIONSHIP SPANNING DECADES. ADDITIONALLY, THE ORGANIZATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1REQUESTS FROM THE SUPPORTED ORGANIZATION, AND PROVIDES MONTHLY AND ANNUAL STATEMENTS TO ALLOW THE SUPPORTED ORGANIZATION A SIGNIFICANT VOICE IN THE INVESTMENT STRATEGY OF THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D LINES 2 AND 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION D LINES 2 AND 3 CONT
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03637255
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03702363
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt020266
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03616989
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt03702363
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt054559
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt055535
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03582696
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03646828
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0125394
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0127639
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03637255
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03702363
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0125394
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0127639
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0571122062
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0165958
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHRIST CHURCH EPISCOPAL SCHOOL GR
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0165958
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0165958
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL PURPOSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Christ Church Episcopal School
IRS990ScheduleI/RecipientTable/RecipientEIN0571122062
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0245 Cavalier Drive
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Greenville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029607
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE PAID IN ACCORDANCE WITH THE TRUST DOCUMENT
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO TRUSTEE FOR REVIEW PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22023 TRANSACTION POSTED IN 2024 OF $139, 2024 TRANSACTION POSTEDIN2025 OF ($17), MUTUAL FUND EARNINGS OF ($3), BEGINNING FMV TO BOOK VALUE ADJUSTMENT ($595,794) AND ROUNDING OF ($6).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CHRIST CHURCH EPISCOPAL SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0571122062
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0245 CAVALIER DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GREENVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd029607
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0165958
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CHRIST CHURCH EPISCOPAL SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03713412
IRS990/TotalAssetsEOYAmt03172356
IRS990/TotalAssetsGrp/BOYAmt03713412
IRS990/TotalAssetsGrp/EOYAmt03172356
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt076756
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175418
IRS990/TotalFunctionalExpensesGrp/TotalAmt0252174
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03713412
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03172356
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0175418
IRS990/TotalReportableCompFromOrgAmt018919
IRS990/TotalRevenueGrp/ExclusionAmt0306799
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0306799
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03713412
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03172356
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/USAddress/CityNm0ORLANDO
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032891
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08042737445
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCIS T SMITH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0383766498
ReturnHeader/Filer/PhoneNum08042737445
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 919798
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0328919798
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02026-02-27T15:01:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.