Fannie Wilson Smith Trust: FY2021 Nonprofit Profile & Form 990 (EIN 59-6247872)

Revenue by fiscal year
FY2020	$140K
FY2021	$665K
FY2022	$242K
FY2023	$350K
FY2024	$1.1M
FY2025	$348K

Expenses by fiscal year
FY2020	$184K
FY2021	$193K
FY2022	$206K
FY2023	$210K
FY2024	$221K
FY2025	$234K

Net assets by fiscal year
FY2020	$3.5M
FY2021	$4.0M
FY2022	$4.0M
FY2023	$4.1M
FY2024	$5.0M
FY2025	$5.1M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in 0000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

80%

20%

Program services 80% · $155K Management & general 20% · $38K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Capital City Trust Company

Trustee

$0Pt VII · Sec A

See Fannie Wilson Smith Trust executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides funds to Trinity United Methodist Church for religious and charitable work.

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1 program · $155K · in their own filed words · FY2021

01

The trust net income is paid to trinity united methodist church, tallahassee, FL for religious and charitable purposes.

$155Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 6 grants · $1.0M · 2020–2025

Trinity United Methodist ChurchFY2025$185,956

Trinity United Methodist ChurchFY2024$180,558

Trinity United Methodist ChurchFY2023$173,988

Trinity United Methodist ChurchFY2022$168,678

Trinity United Methodist ChurchFY2021$155,153

Trinity United Methodist ChurchFY2020$150,465

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$665K

Ln 12

Investment incomeLn 3$665K

Money outPt IX

$193K

Ln 25

Programscol B$155K

Managementcol C$38K

Owns and owesPt X

$4.0M

net assets · Ln 32

Cash and savingsLn 1–2$365K

Total assetsLn 16$4.0M

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a1

IndependentVI 1b1

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$665K

Gains on assetsLn 7$523K

Total revenueLn 12$665K

Assets in detailPt X, end of year

CashLn 1$215

SavingsLn 2$365K

Cash and savings togetherLn 1–2$365K

InvestmentsLn 11–13$3.6M

Total assetsLn 16$4.0M

LiabilitiesLn 26$0

Net assetsLn 32$4.0M

OperationsPt I, VI

EmployeesI 50

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3More from this return

EndowmentSch D · Pt V

Line	FY21	FY20	FY19	FY18	FY17
End of yearLn 1g	$4.0M	$3.5M	$3.5M	$3.5M	$3.5M
SpentLn 1d–1f	$193K	$184K	$178K	$171K	$169K

4Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$363K	$365K
InvestmentsLn 11–13	$3.1M	$3.6M
Total assetsLn 16	$3.5M	$4.0M
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$3.5M	$4.0M

5Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$155K	$155K
Accounting feesLn 11c	$950		$950
Investment management feesLn 11f	$37K		$37K
Total functional expensesLn 25	$193K	$155K	$38K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS Feb 11, 2026	$348K	$234K	$114K	$5.1M	990 PDF
FY2024Filed with the IRS May 5, 2025	$1.1M	$221K	$861K	$5.0M	990 PDF
FY2023Filed with the IRS Feb 20, 2024	$350K	$210K	$139K	$4.1M	990 PDF
FY2022Filed with the IRS Feb 28, 2023	$242K	$206K	$35K	$4.0M	990 PDF
FY2021 ViewingFiled with the IRS Apr 20, 2022	$665K	$193K	$472K	$4.0M	990 PDF
FY2020Filed with the IRS Mar 11, 2021	$140K	$184K	−$44K	$3.5M	990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations

See the full FY2021 990 (6 parts)

Part I · Summary $665,103 revenue, 12 lines filed

I-8 Contributions and grants$0

I-9 Program service revenue$0

I-10 Investment incomePrior year $139,042$665,103

I-11 Other revenuePrior year $686$0

I-12 Total revenuePrior year $139,728$665,103

I-13 Grants and similar amounts paidPrior year $150,465$155,153

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $33,725$37,650

I-18 Total expensesPrior year $184,190$192,803

I-19 Revenue less expensesPrior year −$44,462$472,300

Part VI · Governance 1 of 1 board members independent, 4 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members1

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $665,103 across 3 lines filed

VIII-3 Investment incomeExcluded from tax $142,454$142,454

VIII-7 Net gain or loss on sales of assetsExcluded from tax $522,649$522,649

VIII-12 Total revenueExcluded from tax $665,103$665,103

Part IX · Statement of functional expenses $192,803 across 3 lines filed

IX-1 Grants to domestic organizationsPrograms $155,153$155,153

IX-11c Accounting feesManagement $950$950

IX-11f Investment management feesManagement $36,700$36,700

IX-25 Total functional expensesPrograms $155,153 · Management $37,650 · Fundraising $0$192,803

Part X · Balance sheet $3,975,501 assets, 7 lines filed

X-1 Cash, non-interest-bearingStart of year $206$215

X-2 Savings and temporary cash investmentsStart of year $362,348$364,848

X-11 Publicly traded securitiesStart of year $3,140,817$3,610,438

X-16 Total assetsStart of year $3,503,371$3,975,501

X-26 Total liabilitiesStart of year $0$0

X-32 Total net assets or fund balancesStart of year $3,503,371$3,975,501

X-33 Total liabilities and net assetsStart of year $3,503,371$3,975,501

Part XI · Reconciliation of net assets $3,975,501 net assets at year end

XI-1 Total revenue$665,103

XI-2 Total expenses$192,803

XI-3 Revenue less expenses$472,300

XI-4 Net assets at start of year$3,503,371

XI-9 Other changes in net assets−$170

XI-10 Net assets at end of year$3,975,501

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Fannie Wilson Smith Trust FY2021 filing

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