William A Smith Tr Item Xxii United Carolina Bank

Orlando, FL
Tax-exempt since May 1973
EIN: 56-6042630

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$184k (2024)

Expenses

$392k (2024)

Total Assets

$4.06M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$183,598

Expenses

$392,367

Net Income

-$208,769

Net Assets

$4,059,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$34,623	18.9%
Interest Revenue	$188	0.1%
Dividends	$136,686	74.4%
Sales of Assets	$12,101	6.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$353,429	90.1%
Compensation of Officers*	$64,979	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,059,612
Total Liabilities	$0
Net Assets	$4,059,612

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$56,229	$0
Joanne Huntley (Director)	$3,600	$0
Jerry Johnson (Director)	$2,950	$0
Ray L Gaddy (Director)	$2,000	$0
Joe E Gaddy (Director)	$200	$0
Frank F Mills (Director)	$0	$0

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990-PF

Filed on April 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$280,327

Expenses

$298,568

Net Income

-$18,241

Net Assets

$4,193,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$36,831	13.1%
Interest Revenue	$164	0.1%
Dividends	$128,763	45.9%
Sales of Assets	$111,763	39.9%
Other Income	$2,806	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,527	89.9%
Compensation of Officers*	$59,047	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,193,041
Total Liabilities	$0
Net Assets	$4,193,041

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$51,847	$0
Joe E Gaddy (Director)	$2,400	$0
Joanne Huntley (Director)	$2,400	$0
Jerry Johnson (Director)	$2,400	$0
Frank F Mills (Director)	$0	$0

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990-PF

Filed on April 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$42,604

Expenses

$346,562

Net Income

-$303,958

Net Assets

$4,256,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$41,912	98.4%
Interest Revenue	$42	0.1%
Dividends	$114,450	> 100%
Sales of Assets	-$113,800
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$307,161	88.6%
Compensation of Officers*	$60,969	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,256,196
Total Liabilities	$0
Net Assets	$4,256,196

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$53,769	$0
Joe E Gaddy (Director)	$2,400	$0
Joanne Huntley (Director)	$2,400	$0
Jerry Johnson (Director)	$2,400	$0
Frank F Mills (Director)	$0	$0

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990-PF

Filed on Nov. 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$480,308

Expenses

$320,396

Net Income

$159,912

Net Assets

$4,551,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$79,208	16.5%
Interest Revenue	$17	0.0%
Dividends	$125,198	26.1%
Sales of Assets	$275,690	57.4%
Other Income	$195	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$285,791	89.2%
Compensation of Officers*	$63,968	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,551,871
Total Liabilities	$0
Net Assets	$4,551,871

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$56,768	$0
Joe E Gaddy (Director)	$2,400	$0
Joanne Huntley (Director)	$2,400	$0
Jerry Johnson (Director)	$2,400	$0
Frank F Mills (Director)	$0	$0

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990-PF

Filed on Nov. 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$247,589

Expenses

$365,744

Net Income

-$118,155

Net Assets

$4,382,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$88,971	35.9%
Interest Revenue	$0
Dividends	$125,467	50.7%
Sales of Assets	$33,151	13.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$337,227	92.2%
Compensation of Officers*	$59,257	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,382,189
Total Liabilities	$1
Net Assets	$4,382,188

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$52,057	$0
Joanne Huntley (Director)	$2,400	$0
Joe E Gaddy (Director)	$2,200	$0
Frank F Mills (Director)	$1,600	$0
Jerry Johnson (Director)	$1,000	$0

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990-PF

Filed on Nov. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$277,884

Expenses

$384,739

Net Income

-$106,855

Net Assets

$4,499,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$52,713	19.0%
Interest Revenue	$0
Dividends	$142,148	51.2%
Sales of Assets	$82,935	29.8%
Other Income	$88	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$330,192	85.8%
Compensation of Officers*	$58,293	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,499,384
Total Liabilities	$1
Net Assets	$4,499,383

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$51,093	$0
Joe E Gaddy (Director)	$2,400	$0
Joanne Huntley (Director)	$2,400	$0
Frank F Mills (Director)	$2,400	$0

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990-PF

Filed on April 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$326,240

Expenses

$370,670

Net Income

-$44,430

Net Assets

$4,606,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$55,512	17.0%
Interest Revenue	$0
Dividends	$128,111	39.3%
Sales of Assets	$142,617	43.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$311,286	84.0%
Compensation of Officers*	$58,708	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,606,006
Total Liabilities	$0
Net Assets	$4,606,006

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$51,508	$0
Joe E Gaddy (Director)	$2,400	$0
Joanne Huntley (Director)	$2,400	$0
Frank F Mills (Director)	$2,400	$0

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990-PF

Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$306,964

Expenses

$344,320

Net Income

-$37,356

Net Assets

$4,879,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$59,922	19.5%
Interest Revenue	$0
Dividends	$125,441	40.9%
Sales of Assets	$117,001	38.1%
Other Income	$4,600	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$290,508	84.4%
Compensation of Officers*	$59,064	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,879,741
Total Liabilities	$0
Net Assets	$4,879,741

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$216,210

Expenses

$399,545

Net Income

-$183,335

Net Assets

$4,917,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$52,212	24.1%
Interest Revenue	$4,535	2.1%
Dividends	$134,588	62.2%
Sales of Assets	$23,979	11.1%
Other Income	$896	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,018	83.3%
Compensation of Officers*	$60,283	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,917,678
Total Liabilities	$0
Net Assets	$4,917,678

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$447,664

Expenses

$347,364

Net Income

$100,300

Net Assets

$5,099,426

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$53,684	12.0%
Interest Revenue	$7,801	1.7%
Dividends	$157,477	35.2%
Sales of Assets	$228,539	51.1%
Other Income	$163	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$289,545	83.4%
Compensation of Officers*	$59,638	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,099,426
Total Liabilities	$0
Net Assets	$5,099,426

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$362,239

Expenses

$369,105

Net Income

-$6,866

Net Assets

$5,003,415

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$51,156	14.1%
Interest Revenue	$13,806	3.8%
Dividends	$155,340	42.9%
Sales of Assets	$136,580	37.7%
Other Income	$5,357	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$314,710	85.3%
Compensation of Officers*	$57,834	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,003,415
Total Liabilities	$0
Net Assets	$5,003,415

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$432,603

Expenses

$387,304

Net Income

$45,299

Net Assets

$5,009,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,634	14.0%
Interest Revenue	$11,717	2.7%
Dividends	$177,457	41.0%
Sales of Assets	$181,120	41.9%
Other Income	$1,675	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$323,806	83.6%
Compensation of Officers*	$54,900	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,009,085
Total Liabilities	$0
Net Assets	$5,009,085

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

William A Smith Tr Item Xxii United Carolina Bank

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $184k (2024)

Expenses $392k (2024)

Total Assets $4.06M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$184k (2024)

Expenses

$392k (2024)

Total Assets

$4.06M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

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Fiscal Year Ending Dec.
2001