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Trust Ua Hervey L Smith 3-09920-02 is a private corporation based in DALLAS, TX. The foundation received its IRS ruling in 1984. It holds total assets of $4.9M. Annual income is reported at $1.1M. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. Grantmaking is concentrated in Massachusetts. According to available records, Trust Ua Hervey L Smith 3-09920-02 has made 30 grants totaling $1.2M, with a median grant of $35K. Annual giving has decreased from $247K in 2020 to $186K in 2023. Grantmaking activity was highest in 2022 with $568K distributed across 12 grants. Individual grants have ranged from $16K to $71K, with an average award of $42K. The foundation has supported 6 unique organizations. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
Smallest Grant
$24K
Median Grant
$47K
Average Grant
$47K
Largest Grant
$71K
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.
Trust Ua Hervey L Smith 3-09920-02 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 30 grants. Its grantmaking reaches organizations primarily in MA.
Trust Ua Hervey L Smith 3-09920-02 has distributed a total of $1.2M across 30 grants. The median grant size is $35K, with an average of $42K. Individual grants have ranged from $16K to $71K.
Trust Ua Hervey L Smith 3-09920-02 typically selects its grantees rather than accepting unsolicited proposals.
Trust Ua Hervey L Smith 3-09920-02 is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $59K | $0 | $59K |
Total Giving
$255K
Total Assets
$4.7M
Fair Market Value
$5.5M
Net Worth
$4.7M
Grants Paid
$186K
Contributions
N/A
Net Investment Income
$101K
Distribution Amount
$254K
Total Grants
30
Total Giving
$1.2M
Average Grant
$42K
Median Grant
$35K
Unique Recipients
6
Most Common Grant
$62K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Massachusetts General HospitalUNRESTRICTED GENERAL | Boston, MA | $47K | 2023 |
| Harvard College Pres & FellowsUNRESTRICTED GENERAL | Cambridge, MA | $47K | 2023 |
| South Congregational ChurchUNRESTRICTED GENERAL | Springfield, MA | $47K | 2023 |
| Springfield Boys & Girls ClubUNRESTRICTED GENERAL | Springfield, MA | $16K | 2023 |
| Boys & Girls Club Family Center IncUNRESTRICTED GENERAL | Springfield, MA | $16K | 2023 |
| Massachusetts Medical Benevolent SocietyUNRESTRICTED GENERAL | Waltham, MA | $16K | 2023 |