Funder DirectoryBERTHA SPAETI SMITH CHARITABLE TRUST
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All organizations not elsewhere classifiedEIN 366528179Est. 1900-01

BERTHA SPAETI SMITH CHARITABLE TRUST

DALLAS, TX 752653067

Total Assets

$4.0M

FY 2024

Annual Giving

$176K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$176K

FY 2024

Grant Range

$176K–$176K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$326K

Total Expenses

$234K

Qualifying Distributions

$197K

Distributable Amount

$194K

Min. Investment Return

$198K

Undistributed Income

$38K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $200K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

6 grants

RUSH PRESBYTERIAN ST LUKE'S MEDICAL CTR
$819K
5 grants
RUSH PRESBYTERIAN
$154K
1 grant

Grant Size Distribution

6 grants

<$10K
$10–50K
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Illinois
$972K
100% of total

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