Bertha Spaeti Smith

Dallas, TX
Tax-exempt since Jan. 1900
EIN: 36-6528179

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 May
2025

Revenue

$326,445

Expenses

$234,425

Net Income

$92,020

Net Assets

$3,271,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,709	29.3%
Sales of Assets	$230,736	70.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,555	83.8%
Compensation of Officers*	$50,602	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,271,966
Total Liabilities	$0
Net Assets	$3,271,966

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$50,602	$0

990-PF

Filed on Aug. 26, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2024

Revenue

$130,125

Expenses

$193,828

Net Income

-$63,703

Net Assets

$3,216,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,751	65.9%
Sales of Assets	$26,310	20.2%
Other Income	$18,064	13.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,236	83.2%
Compensation of Officers*	$45,745	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,216,880
Total Liabilities	$0
Net Assets	$3,216,880

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$45,745	$0

990-PF

Filed on Sept. 25, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2023

Revenue

-$67,858

Expenses

$227,265

Net Income

-$295,123

Net Assets

$3,232,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,433
Sales of Assets	-$138,291
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,425	75.0%
Compensation of Officers*	$43,312	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,232,790
Total Liabilities	$0
Net Assets	$3,232,790

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$43,312	$0

990-PF

Filed on Sept. 29, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2022

Revenue

$728,820

Expenses

$259,101

Net Income

$469,719

Net Assets

$3,511,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,711	9.7%
Sales of Assets	$658,109	90.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,038	85.3%
Compensation of Officers*	$50,569	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,511,045
Total Liabilities	$0
Net Assets	$3,511,045

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$50,569	$0

990-PF

Filed on Aug. 30, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2021

Revenue

$256,740

Expenses

$205,719

Net Income

$51,021

Net Assets

$3,414,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,365	22.7%
Sales of Assets	$198,375	77.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,549	81.0%
Compensation of Officers*	$46,278	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	$3,414,955
Total Liabilities	$1
Net Assets	$3,414,954

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$46,278	$0

990-PF

Filed on Sept. 29, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2020

Revenue

$251,176

Expenses

$184,201

Net Income

$66,975

Net Assets

$2,955,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,258	30.0%
Sales of Assets	$172,894	68.8%
Other Income	$3,024	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,759	84.6%
Compensation of Officers*	$42,063	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,955,885
Total Liabilities	$1
Net Assets	$2,955,884

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$42,063	$0

990-PF

Filed on Aug. 3, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2019

Revenue

$179,365

Expenses

$208,490

Net Income

-$29,125

Net Assets

$2,969,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,105	37.4%
Sales of Assets	$112,260	62.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,962	82.0%
Compensation of Officers*	$42,092	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,969,926
Total Liabilities	$0
Net Assets	$2,969,926

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$42,092	$0

990-PF

Filed on Aug. 29, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2018

Revenue

$311,003

Expenses

$196,593

Net Income

$114,410

Net Assets

$3,043,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,529	21.1%
Sales of Assets	$245,474	78.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,953	82.9%
Compensation of Officers*	$42,781	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,043,294
Total Liabilities	$0
Net Assets	$3,043,294

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$42,781	$0

990-PF

Filed on Sept. 27, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2017

Revenue

$149,824

Expenses

$168,109

Net Income

-$18,285

Net Assets

$2,917,205

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,206	42.9%
Sales of Assets	$85,249	56.9%
Other Income	$369	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,275	83.4%
Compensation of Officers*	$40,015	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,917,205
Total Liabilities	$0
Net Assets	$2,917,205

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$40,015	$0

990-PF

Filed on Oct. 3, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2016

Revenue

$60,216

Expenses

$194,898

Net Income

-$134,682

Net Assets

$2,890,417

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,796	> 100%
Sales of Assets	-$14,580
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,117	85.2%
Compensation of Officers*	$39,757	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,890,417
Total Liabilities	$0
Net Assets	$2,890,417

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$39,757	$0

990-PF

Filed on Aug. 3, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending May
2015

Revenue

$160,837

Expenses

$197,634

Net Income

-$36,797

Net Assets

$3,038,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,568	42.6%
Sales of Assets	$92,269	57.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,003	85.5%
Compensation of Officers*	$43,581	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,038,941
Total Liabilities	$0
Net Assets	$3,038,941

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$43,581	$0

990-PF

Filed on July 9, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2014

Revenue

$88,002

Expenses

$200,890

Net Income

-$112,888

Net Assets

$3,044,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,072	79.6%
Sales of Assets	$17,930	20.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,319	85.3%
Compensation of Officers*	$43,061	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,044,553
Total Liabilities	$0
Net Assets	$3,044,553

990-PF

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

PDF

Fiscal Year Ending May
2013

Revenue

$121,517

Expenses

$217,081

Net Income

-$95,564

Net Assets

$3,136,443

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,841	50.1%
Sales of Assets	$60,219	49.6%
Other Income	$457	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,534	89.6%
Compensation of Officers*	$36,270	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,136,443
Total Liabilities	$0
Net Assets	$3,136,443

990-PF

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

PDF

Fiscal Year Ending May
2012

Revenue

$77,082

Expenses

$217,561

Net Income

-$140,479

Net Assets

$3,201,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,253	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,631	91.3%
Compensation of Officers*	$27,220	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,201,550
Total Liabilities	$0
Net Assets	$3,201,550

990-PF

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

PDF

Fiscal Year Ending May
2011

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 May
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 May
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 May
2008

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2007

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2006

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2005

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

990

Primary tax return for a nonprofit’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 »

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Updated April 20, 2026

Bertha Spaeti Smith

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May
2025

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

Fiscal Year Ending May
2021

Fiscal Year Ending May
2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2018

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005