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Also known as: FOUNDATION C/O CASTANEA PARTNERS
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Robert And Dana Smith Charitable Foundation is a private corporation based in NEWTON, MA. The foundation received its IRS ruling in 2002. The principal officer is Castanea Partners. It holds total assets of $1.8M. Annual income is reported at $1.9M. Total assets have decreased from $5.8M in 2010 to $2.6M in 2022. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Massachusetts and District of Columbia. According to available records, Robert And Dana Smith Charitable Foundation has made 25 grants totaling $4.7M, with a median grant of $150K. The foundation has distributed between $930K and $2.8M annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $2.8M distributed across 12 grants. Individual grants have ranged from $26K to $475K, with an average award of $187K. The foundation has supported 14 unique organizations. Grants have been distributed to organizations in Massachusetts and District of Columbia. Contributions to this foundation are tax-deductible.
Smallest Grant
$50K
Median Grant
$225K
Average Grant
$233K
Largest Grant
$475K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Robert And Dana Smith Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 25 grants. Its grantmaking reaches organizations primarily in MA, DC.
Robert And Dana Smith Charitable Foundation has distributed a total of $4.7M across 25 grants. The median grant size is $150K, with an average of $187K. Individual grants have ranged from $26K to $475K.
Robert And Dana Smith Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals. Charitable purposes under i.r.c. Section 501(c)(3).
Robert And Dana Smith Charitable Foundation is headquartered in NEWTON, MA. While based in MA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Robert A Smith | TRUSTEE | $0 | $0 | N/A |
| Dana Weiss Smith | TRUSTEE | $0 | $0 | N/A |
Total Giving
$936K
Total Assets
$2.6M
Fair Market Value
$4.5M
Net Worth
$2.6M
Grants Paid
$930K
Contributions
N/A
Net Investment Income
$735K
Distribution Amount
$210K
Total: $2.4M
Total Grants
25
Total Giving
$4.7M
Average Grant
$187K
Median Grant
$150K
Unique Recipients
14
Most Common Grant
$125K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Boys And Girls Clubs Of BostonGENERAL WELFARE | Boston, MA | $280K | 2023 |
| Pan Massachusetts ChallengeGENERAL WELFARE | Needham, MA | $250K | 2023 |
| President And Fellows Of Harvard CollegeEDUCATIONAL | Cambridge, MA | $125K | 2023 |
| Boston Childrens HospitalMEDICAL | Boston, MA | $125K | 2023 |
| Dana Farber Cancer InstituteMEDICAL | Boston, MA | $100K | 2023 |
| Woods Hole Oceanographic InstitutionEDUCATIONAL | Massachusetts, MA | $50K | 2023 |
| President And Fellows Of Harvad CollegeEDUCATIONAL | Cambridge, MA | $475K | 2022 |
| Hopewell FundGENERAL WELFARE | Washington, DC | $100K | 2022 |
| Re-Imagining MigrationGENERAL WELFARE | Boston, MA | $50K | 2022 |
| Pan Massachusets ChallengeGENERAL WELFARE | Needham, MA | $250K | 2021 |
| Boys And Girls Clubs Of Boston IncGENERAL WELFARE | Boston, MA | $165K | 2021 |
| Noble And Greenough SchoolEDUCATION | Dedham, MA | $150K | 2021 |
| Facing History And OurselvesGENERAL WELFARE | Brookline, MA | $100K | 2021 |
| Buzzards Bay Coalition IncGENERAL WELFARE | New Bedford, MA | $26K | 2021 |