Rosemary Hancock Smurr Charitable Trust
Rosemary Hancock Smurr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Key facts about Rosemary Hancock Smurr Charitable Trust
- EIN
- 95-6670586
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $151,250
- Grants made (2025)
- 6
- Average grant
- $25,208
- Median grant
- $23,125
- Total assets
- $2,228,674
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated April 2026.
Who Rosemary Hancock Smurr Charitable Trust funds
By grant dollars, the top recipient states for Rosemary Hancock Smurr Charitable Trust's 6 itemized 2025 grants were California (100%). The most frequent recipient cities were Los Angeles, CA (2 grants). 100% of grants with a stated purpose were for general or operating support.
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.
Next steps with Rosemary Hancock Smurr Charitable Trust
- How to evaluate Rosemary Hancock Smurr Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
-1.7% YoY
Annual Giving
$151K
+0.8% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$25K
+0.8% YoY
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.
About Rosemary Hancock Smurr Charitable Trust
Based on IRS filings
Rosemary Hancock Smurr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 6 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,228,674 | $2,266,081 | $2,858,481 |
| Revenue | $155,499 | $174,390 | $480,216 |
| Expenses | $193,665 | $201,954 | $204,535 |
| Qualifying Distributions | $156,723 | $155,550 | $165,944 |
| Net Investment Income | $116,289 | $138,986 | $440,927 |
| Distributable Amount | $145,768 | $136,456 | $132,112 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include St Vincents Institution ($45,000), Sisters of Social Service ($45,000), Hathaway Sycamores Child and Fam Svc ($30,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Wells Fargo Bank N a | Trustee | 1 | $36,869 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Rosemary Hancock Smurr Charitable Trust?
Rosemary Hancock Smurr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Saint Louis, MO. It holds $2.2M in total assets as of 2025.
How large is Rosemary Hancock Smurr Charitable Trust?
As of 2025, Rosemary Hancock Smurr Charitable Trust holds $2.2M in total assets with $155K in annual revenue. It awarded 6 grants totaling $151K in 2025.
Where does Rosemary Hancock Smurr Charitable Trust operate?
Rosemary Hancock Smurr Charitable Trust has awarded grants in California.
What size grants does Rosemary Hancock Smurr Charitable Trust award?
In 2025, Rosemary Hancock Smurr Charitable Trust awarded 6 grants totaling $151K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Rosemary Hancock Smurr Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Rosemary Hancock Smurr Charitable Trust reported a distributable amount of $146K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.