Bertha E Smith Charitable Trust

Pittsburgh, PA
EIN: 35-6008020

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$8,085

Expenses

$8,808

Net Income

-$723

Net Assets

$143,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,162	51.5%
Sales of Assets	$3,923	48.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,840	77.7%
Compensation of Officers*	$2,339	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$143,550
Total Liabilities	$0
Net Assets	$143,550

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$2,339	$0

990-PF

Filed on April 26, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$3,404

Expenses

$8,774

Net Income

-$5,370

Net Assets

$144,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,811	> 100%
Sales of Assets	-$534
Other Income	$127	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,685	87.6%
Compensation of Officers*	$2,114	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$144,286
Total Liabilities	$0
Net Assets	$144,286

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$2,114	$0

990-PF

Filed on April 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$59

Expenses

$10,207

Net Income

-$10,266

Net Assets

$149,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,425
Sales of Assets	-$3,484
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,717	85.4%
Compensation of Officers*	$2,236	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$149,249
Total Liabilities	$0
Net Assets	$149,249

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$2,236	$0

990-PF

Filed on April 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$15,384

Expenses

$9,349

Net Income

$6,035

Net Assets

$159,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,072	26.5%
Sales of Assets	$10,955	71.2%
Other Income	$357	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,019	85.8%
Compensation of Officers*	$2,573	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$159,724
Total Liabilities	$0
Net Assets	$159,724

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$2,573	$0

990-PF

Filed on April 27, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$4,877

Expenses

$9,435

Net Income

-$4,558

Net Assets

$153,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,863	79.2%
Sales of Assets	$1,014	20.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,550	80.0%
Compensation of Officers*	$2,200	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$153,660
Total Liabilities	$1
Net Assets	$153,659

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$2,200	$0

990-PF

Filed on April 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$24,063

Expenses

$8,852

Net Income

$15,211

Net Assets

$158,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,018	16.7%
Sales of Assets	$20,045	83.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,763	87.7%
Compensation of Officers*	$2,083	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$158,525
Total Liabilities	$1
Net Assets	$158,524

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank (Trustee)	$2,083	$0

990-PF

Filed on March 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$11,846

Expenses

$9,150

Net Income

$2,696

Net Assets

$143,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,338	28.2%
Sales of Assets	$8,508	71.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,627	83.4%
Compensation of Officers*	$2,069	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$143,321
Total Liabilities	$0
Net Assets	$143,321

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank (Trustee)	$2,069	$0

990-PF

Filed on April 5, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$10,607

Expenses

$8,334

Net Income

$2,273

Net Assets

$140,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,026	28.5%
Sales of Assets	$7,581	71.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,251	87.0%
Compensation of Officers*	$2,004	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$140,624
Total Liabilities	$0
Net Assets	$140,624

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$2,004	$0

990-PF

Filed on April 20, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$9,843

Expenses

$8,628

Net Income

$1,215

Net Assets

$138,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,681	27.2%
Sales of Assets	$7,162	72.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,522	87.2%
Compensation of Officers*	$1,984	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$138,351
Total Liabilities	$0
Net Assets	$138,351

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$1,984	$0

990-PF

Filed on April 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$10,960

Expenses

$8,782

Net Income

$2,178

Net Assets

$137,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,928	26.7%
Sales of Assets	$7,678	70.1%
Other Income	$354	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,741	88.1%
Compensation of Officers*	$1,978	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$137,136
Total Liabilities	$0
Net Assets	$137,136

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$1,978	$0

990-PF

Filed on April 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$11,174

Expenses

$8,068

Net Income

$3,106

Net Assets

$134,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,579	32.0%
Sales of Assets	$7,595	68.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,072	87.7%
Compensation of Officers*	$1,977	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$134,958
Total Liabilities	$0
Net Assets	$134,958

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$1,977	$0

990-PF

Filed on May 2, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$16,353

Expenses

$8,289

Net Income

$8,064

Net Assets

$131,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,918	30.1%
Sales of Assets	$11,435	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,939	83.7%
Compensation of Officers*	$2,000	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$131,852
Total Liabilities	$0
Net Assets	$131,852

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$2,000	$0

990-PF

Filed on Feb. 24, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$8,395

Expenses

$7,674

Net Income

$721

Net Assets

$123,788

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,905	46.5%
Sales of Assets	$4,490	53.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,532	85.1%
Compensation of Officers*	$1,584	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$123,788
Total Liabilities	$0
Net Assets	$123,788

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,685

Expenses

$5,093

Net Income

-$408

Net Assets

$123,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,969	63.4%
Sales of Assets	$1,716	36.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,328	85.0%
Compensation of Officers*	$1,277	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$123,068
Total Liabilities	$0
Net Assets	$123,068

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated April 20, 2026

Bertha E Smith Charitable Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008