Rosemary Hancock Smurr Charitable Trust
Rosemary Hancock Smurr Charitable Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 6 grants totaling $151K. Net investment income was $116K.
Rosemary Hancock Smurr Charitable Trust at a glance
In short: Rosemary Hancock Smurr Charitable Trust gave $151K across 6 grants in 2025 (avg $25K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $151,250
- +0.8% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $25,208
- +0.8% vs 2024
- Median grant
- $23,125
- Total assets
- $2,228,674
- -1.7% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Rosemary Hancock Smurr Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was St Vincents Institution ($45K). Together the top 6 received $151K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Rosemary Hancock Smurr Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $130K (2020) to $162K (2023). In 2025 it made 6 grants totaling $151K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Vincents Institution Santa Barbara, CA | General Operating | $45,000 |
| Sisters of Social Service Encino, CA | General Operating | $45,000 |
| Hathaway Sycamores Child and Fam Svc Pasadena, CA | General Operating | $30,000 |
| Marian Medical Center Foundation Santa Maria, CA | General Operating | $16,250 |
| Braille Institute of America Inc Los Angeles, CA | General Operating | $7,500 |
| Brothers of Hospitaller Order of St Los Angeles, CA | General Operating | $7,500 |
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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 | $2,228,674 | $155,499 | $193,665 | $151,250 | 6 | $156,723 | $116,289 | $145,768 |
| 2024 | $2,266,081 | $174,390 | $201,954 | $150,000 | 6 | $155,550 | $138,986 | $136,456 |
| 2023 | $2,858,481 | $480,216 | $204,535 | $161,582 | 6 | $165,944 | $440,927 | $132,112 |
| 2022 | $2,585,906 | $127,603 | $180,537 | $132,167 | 6 | $136,852 | $86,180 | $153,860 |
| 2021 | $2,635,421 | $268,887 | $189,337 | $130,000 | 6 | — | $219,238 | $142,807 |
| 2020 | $2,555,794 | $228,876 | $171,584 | $130,000 | 7 | — | $191,514 | $132,106 |
Under IRS private-foundation payout rules, Rosemary Hancock Smurr Charitable Trust reported a distributable amount of $146K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Rosemary Hancock Smurr Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$33K (2020) → $37K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $37K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Rosemary Hancock Smurr Charitable Trust
How much does Rosemary Hancock Smurr Charitable Trust give each year?
Rosemary Hancock Smurr Charitable Trust gave $151K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $150K across 6 grants.
What is Rosemary Hancock Smurr Charitable Trust's typical grant size?
Rosemary Hancock Smurr Charitable Trust's median grant in 2025 was $23,125, and its average grant was $25,208, across 6 grants on its 2025 IRS Form 990-PF.
Where does Rosemary Hancock Smurr Charitable Trust give grants?
Rosemary Hancock Smurr Charitable Trust gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Los Angeles, CA (2 grants).
Does Rosemary Hancock Smurr Charitable Trust give general operating support?
Yes: 100% of Rosemary Hancock Smurr Charitable Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Rosemary Hancock Smurr Charitable Trust's largest grantees?
Rosemary Hancock Smurr Charitable Trust's largest 2025 grantees include St Vincents Institution ($45,000), Sisters of Social Service ($45,000) and Hathaway Sycamores Child and Fam Svc ($30,000), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.
How large is Rosemary Hancock Smurr Charitable Trust?
Rosemary Hancock Smurr Charitable Trust reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $157K in qualifying distributions that year, against a required minimum of $146K (roughly 5% of its investment assets).
What is Rosemary Hancock Smurr Charitable Trust's EIN?
Rosemary Hancock Smurr Charitable Trust's EIN (Employer Identification Number) is 95-6670586. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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