Bertha Spaeti Smith Charitable Trust

Dallas, TXGovernment-related / quasi-publicEIN 36-6528179Revenue $543K in FY2026

On file with the IRSPo Box 653067, 75265-3067 · Dallas, TXTax-exempt since Jan 1900

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$54K paid to officers and key staff.
Pay: Part VII

Before you give

FY2026 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2026
latest Form 990-PF
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $85K a year · 27% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$54K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
990-PF Pt VIII
Cash reserves
5 mo
of spending, in cash
Looks good: 5.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$543K
+66% vs prior year
Spent
$285K
Net assets
$3.7M
By yearFY2021–FY2026
Revenue
$543K
FY2026▲ +66%
Tap a bar for its year
Revenue by fiscal year
FY2021$257K
FY2022$729K
FY2023−$68K
FY2024$130K
FY2025$326K
FY2026$543K
Expenses
$285K
FY2026▲ +21%
Tap a bar for its year
Expenses by fiscal year
FY2021$206K
FY2022$259K
FY2023$227K
FY2024$194K
FY2025$234K
FY2026$285K
Net assets
$3.7M
FY2026▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2021$3.4M
FY2022$3.5M
FY2023$3.2M
FY2024$3.2M
FY2025$3.3M
FY2026$3.7M

From the FY2026 Form 990 (year ending May 2026) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Jan 1900.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 76% · $216K Operating & administrative 24% · $69K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990-PF; $54K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2025); the FY2026 filing did not itemize Part VII
$54,473Pt VII · Sec A
See Bertha Spaeti Smith Charitable Trust executive salaries →

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Programs and updates

A government-related organization based in Dallas, TX.

Questions for Bertha Spaeti Smith Charitable Trust

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 1 grant · $216K · 2025–2025
Rush Presbyterian St Luke's Medical CtrFY2025$215,701

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$216K
Median grantPart XV$216K
Largest grantPart XV$216K

By the numbers

The FY2026 990-PF, line by line.

1The main four
Money in
$543K
Investment income$543K
Money out
$285K
Grants paid$216K
Running costs$69K
Owns and owes
$3.7M
net assets
Cash and savings$128K
Total assets$3.7M
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Investment income$543K
Total revenue$543K
Assets in detailEnd of year
Cash and savings together$128K
Total assets$3.7M
Liabilities$0
Net assets$3.7M
Operations
Fiscal year endsMay

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest Viewing $543K$285K$258K$3.7M 990 PDF
FY2025 $326K$234K$92K$3.3M 990 PDF
FY2024 $130K$194K−$64K$3.2M 990 PDF
FY2023 −$68K$227K−$295K$3.2M 990 PDF
FY2022 $729K$259K$470K$3.5M 990 PDF
FY2021 $257K$206K$51K$3.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2026 from the IRS · Classification, formation year and address from the IRS Business Master File

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