Rosemary Hancock Smurr Charitable Trust
EIN 956670586 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$422K
19 grants · $105K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$15K
typical small grants · $7K–$39K
grant size
86%
deep partner · 6/7 multi-year
repeat
$2.8M
Assets (2023)
7
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $130K | $2.7M | $229K | 7 |
| 2021 | $130K | $3.2M | $269K | 6 |
| 2023 | $162K | $2.8M | $480K | 6 |
Grant Size Distribution
Based on 19 grants on record
Minimum
$2K
25th Pctl
$7K
Median
$15K
Average
$22K
75th Pctl
$39K
Maximum
$49K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
3+ yrs
Trustee
WA
Wells Fargo Bank N a
3+ yrs
Trustee
WA
Wells Fargo Bank N a
3+ yrs
Trustee
Grants Awarded (19 total)
| Purpose | ||||
|---|---|---|---|---|
| St Vincents Institution | Santa Barbara, CA | $48,800 | GENERAL OPERATING | 2023 |
| Sisters of Social Service | Encino, CA | $48,800 | GENERAL OPERATING | 2023 |
| St Vincents Institution | Santa Barbara, CA | $39,000 | GENERAL OPERATING | 2020 |
| Sisters of Social Service | Encino, CA | $39,000 | GENERAL OPERATING | 2020 |
| St Vincents Institution | Santa Barbara, CA | $39,000 | GENERAL OPERATING | 2021 |
| Sisters of Social Service | Encino, CA | $39,000 | GENERAL OPERATING | 2021 |
| Hathaway Sycamores Child and Fam Svc | Pasadena, CA | $32,533 | GENERAL OPERATING | 2023 |
| Hathaway Sycamores Child and Fam Svc | Pasadena, CA | $26,000 | GENERAL OPERATING | 2020 |
| Hathaway Sycamores Child and Fam Svc | Pasadena, CA | $26,000 | GENERAL OPERATING | 2021 |
| Marian Medical Center Foundation | Santa Maria, CA | $15,183 | GENERAL OPERATING | 2023 |
| Marian Medical Center Foundation | Santa Maria, CA | $13,000 | GENERAL OPERATING | 2020 |
| Marian Medical Center Foundation | Santa Maria, CA | $13,000 | GENERAL OPERATING | 2021 |
| Braille Institute of America Inc | Los Angeles, CA | $8,133 | GENERAL OPERATING | 2023 |
| Brothers of Hospitaller Order of St | Los Angeles, CA | $8,133 | GENERAL OPERATING | 2023 |
| Braille Institute of America Inc | Los Angeles, CA | $6,500 | GENERAL OPERATING | 2020 |
| Braille Institute of America Inc | Los Angeles, CA | $6,500 | GENERAL OPERATING | 2021 |
| Brothers of Hospitaller Order of St | Los Angeles, CA | $6,500 | GENERAL OPERATING | 2021 |
| Brothers of the Hospitaller | Los Angeles, CA | $4,333 | GENERAL OPERATING | 2020 |
| Brothers of Hospitaller Order of St | Los Angeles, CA | $2,167 | GENERAL OPERATING | 2020 |
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