Beatrice C Smith Trust

SAINT LOUIS, MO EIN: 23-7991484

Beatrice C Smith Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grants totaling $84K. Net investment income was $139K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

+3.3% YoY

Annual Giving

$84K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$84K

+0.0% YoY

Under IRS private-foundation payout rules, Beatrice C Smith Trust reported a distributable amount of $86K for 2025 — the minimum it must pay out in qualifying distributions.

About Beatrice C Smith Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $415K (100%)

States

Pennsylvania

Cities

Danville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,398,729	$1,354,544	$1,194,430
Revenue	$163,437	$271,241	$-2,291
Expenses	$118,582	$110,871	$111,071
Qualifying Distributions	$87,605	$87,453	$88,141
Net Investment Income	$138,833	$247,661	$36,651
Distributable Amount	$85,962	$78,959	$77,633

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Geisinger Health System Foundation ($84,000).

Recipient	Purpose	Amount
GEISINGER HEALTH SYSTEM FOUNDATION DANVILLE, PA	GENERAL OPERATING	$84,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$24,635

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Beatrice C Smith Trust?

Beatrice C Smith Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $1.4M in total assets as of 2025.

How large is Beatrice C Smith Trust?

As of 2025, Beatrice C Smith Trust holds $1.4M in total assets with $163K in annual revenue. It awarded 1 grants totaling $84K in 2025.

Where does Beatrice C Smith Trust operate?

Beatrice C Smith Trust has awarded grants in Pennsylvania.

What size grants does Beatrice C Smith Trust award?

In 2025, Beatrice C Smith Trust awarded 1 grants totaling $84K — an average of about $84K per grant, based on its IRS Form 990 filings.

How much is Beatrice C Smith Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Beatrice C Smith Trust reported a distributable amount of $86K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.