Bertha E Smith Charitable Trust

PITTSBURGH, PA EIN: 35-6008020

Bertha E Smith Charitable Trust is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $144K in total assets. In 2024, it awarded 1 grants totaling $6K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$144K

-0.5% YoY

Annual Giving

$6K

-3.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

-3.9% YoY

Under IRS private-foundation payout rules, Bertha E Smith Charitable Trust reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Bertha E Smith Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $34K (100%)

States

Indiana

Cities

Crawfordsville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$143,550	$144,286	$149,249
Revenue	$8,085	$3,404	$-59
Expenses	$8,808	$8,774	$10,207
Qualifying Distributions	$6,840	$7,685	$8,717
Net Investment Income	$6,134	$2,666	$2,262
Distributable Amount	$8,162	$7,429	$7,746

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 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Wabash College ($6,372).

Recipient	Purpose	Amount
WABASH COLLEGE CRAWFORDSVILLE, IN	GENERAL SUPPORT	$6,372

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PNC BANK NA	TRUSTEE	1	$2,339

Frequently Asked Questions

How large is Bertha E Smith Charitable Trust?

As of 2024, Bertha E Smith Charitable Trust holds $144K in total assets with $8K in annual revenue. It awarded 1 grants totaling $6K in 2024.

Where does Bertha E Smith Charitable Trust operate?

Bertha E Smith Charitable Trust has awarded grants in Indiana.

What size grants does Bertha E Smith Charitable Trust award?

In 2024, Bertha E Smith Charitable Trust awarded 1 grants totaling $6K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Bertha E Smith Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertha E Smith Charitable Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2019–2024.