Bertha E Smith Charitable Trust
Bertha E Smith Charitable Trust is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $146K in total assets. In 2025, it awarded 1 grant totaling $8K. Net investment income was $11K.
Bertha E Smith Charitable Trust at a glance
In short: Bertha E Smith Charitable Trust gave $8K across 1 grant in 2025 (avg $8K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,694
- +20.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $7,694
- +20.7% vs 2024
- Median grant
- $7,694
- Total assets
- $146,449
- +2.0% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Bertha E Smith Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Wabash College ($8K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Bertha E Smith Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $6K (2024) to $8K (2025). In 2025 it made 1 grant totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wabash College Crawfordsville, IN | General Support | $7,694 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $146,449 | $13,223 | $10,363 | $7,694 | 1 | $8,186 | $11,162 | $8,521 |
| 2024 | $143,550 | $8,085 | $8,808 | $6,372 | 1 | $6,840 | $6,134 | $8,162 |
| 2023 | $144,286 | $3,404 | $8,774 | $6,628 | 1 | $7,685 | $2,666 | $7,429 |
| 2022 | $149,249 | $-59 | $10,207 | $7,599 | 1 | $8,717 | $2,262 | $7,746 |
| 2021 | $159,724 | $15,384 | $9,349 | $6,733 | 1 | $8,019 | $13,697 | $8,885 |
| 2020 | $153,660 | $4,877 | $9,435 | $6,450 | 1 | — | $3,647 | $7,833 |
| 2019 | $158,525 | $24,063 | $8,852 | $6,721 | 1 | — | $23,021 | $7,492 |
Under IRS private-foundation payout rules, Bertha E Smith Charitable Trust reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertha E Smith Charitable Trust's only listed officer is PNC Bank N A, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
New on the 2025 filing
1 hr/week
$2K (2025)
Former officers (1)
- Former: PNC Bank NA (2019–2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to PNC Bank N a (Trustee).
Frequently asked questions about Bertha E Smith Charitable Trust
How much does Bertha E Smith Charitable Trust give each year?
Bertha E Smith Charitable Trust gave $8K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 1 grant.
How large is Bertha E Smith Charitable Trust?
Bertha E Smith Charitable Trust reported $146K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Bertha E Smith Charitable Trust operate?
Bertha E Smith Charitable Trust has awarded grants in Indiana.
What is Bertha E Smith Charitable Trust's EIN?
Bertha E Smith Charitable Trust's EIN (Employer Identification Number) is 35-6008020. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 16, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 26, 2025)
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