Bertha Spaeti Smith Charitable Trust
EIN 366528179Total Given 2017–2025
$1.2M
8 grants · $138K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$150K
typical big bets · $145K–$159K
grant size
100%
deep partner · 2/2 multi-year
repeat
$4.0M
Assets (2025)
2
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $124K | $3.3M | $150K | 1 |
| 2018 | $145K | $3.5M | $311K | 1 |
| 2019 | $154K | $3.3M | $179K | 1 |
| 2021 | $148K | $4.3M | $257K | 1 |
| 2022 | $200K | $3.7M | $729K | 1 |
| 2023 | $153K | $3.4M | $-68K | 1 |
| 2024 | $142K | $3.9M | $130K | 1 |
| 2025 | $176K | $4.0M | $326K | 1 |
Grant Size Distribution
Based on 8 grants on record
Minimum
$124K
25th Pctl
$145K
Median
$150K
Average
$155K
75th Pctl
$159K
Maximum
$200K
Geographic Distribution
Officers & Directors
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
Grants Awarded (8 total)
| Purpose | ||||
|---|---|---|---|---|
| Rush Presbyterian St Luke'S Medical Ctr | Chicago, IL | $200,295 | UNRESTRICTED GENERAL | 2022 |
| Rush Presbyterian St Luke'S Medical Ctr | Chicago, IL | $175,799 | UNRESTRICTED GENERAL | 2025 |
| Rush Presbyterian | Chicago, IL | $153,610 | UNRESTRICTED GENERAL | 2019 |
| Rush Presbyterian St Luke'S Medical Ctr | Chicago, IL | $152,585 | UNRESTRICTED GENERAL | 2023 |
| Rush Presbyterian St Luke'S Medical Ctr | Chicago, IL | $147,523 | UNRESTRICTED GENERAL | 2021 |
| Rush Presbyterian | Chicago, IL | $145,326 | UNRESTRICTED GENERAL | 2018 |
| Rush Presbyterian St Luke'S Medical Ctr | Chicago, IL | $142,423 | UNRESTRICTED GENERAL | 2024 |
| Rush Presbyterian | Chicago, IL | $123,754 | UNRESTRICTED GENERAL | 2017 |