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Trustees Under The Will Of Herman Dana is a private trust based in NEWTON, MA. The foundation received its IRS ruling in 1969. It holds total assets of $18.9M. Annual income is reported at $6.2M. Total assets have grown from $6.4M in 2011 to $17.5M in 2023. The foundation is governed by 2 officers and trustees. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Massachusetts and New York. According to available records, Trustees Under The Will Of Herman Dana has made 46 grants totaling $2.8M, with a median grant of $21K. The foundation has distributed between $1.4M and $1.4M annually from 2020 to 2022. Individual grants have ranged from $2K to $339K, with an average award of $61K. The foundation has supported 27 unique organizations. The foundation primarily supports organizations in Massachusetts, New York, District of Columbia, which account for 91% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$20K
Average Grant
$67K
Largest Grant
$339K
Based on 21 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.
Trustees Under The Will Of Herman Dana is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 46 grants. Its grantmaking reaches organizations primarily in MA, NY, DC.
Trustees Under The Will Of Herman Dana has distributed a total of $2.8M across 46 grants. The median grant size is $21K, with an average of $61K. Individual grants have ranged from $2K to $339K.
Grants are limited to any of the following: 1) a constituent participating organization of the combined jewish philanthropies of greater boston, inc. ("cjp") with the grant to be used for capital purposes or urgent current needs; 2) a domestic organization doing overseas work regularly receiving aid from cjp with the grant to be used for a) capital purposes if such organi- zation is engaged in a building enterprise, or b) urgent current needs; 3) a jewish charitable institution or organization, with no limitation on use of the grant; 4) any jewish educational institution (i.e. An institution devoted primarily to jewish education) with the grant to be used for establishing and endowing in perpetuity a herman dana chair for any purpose; 5) any institution or organization, with the grant to be used for the cost of psychiatric counseling and care of undergraduate harvard students; provided that any such institutions or organizations applying under (1) through (5) must be exempt from federa.
Trustees Under The Will Of Herman Dana is headquartered in NEWTON, MA. While based in MA, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Myer R Dana | TRUSTEE & PROPERTY MANAGER | $100K | $0 | $100K |
| Alan Dana | TRUSTEE & PROPERTY MANAGER | $100K | $0 | $100K |
Total Giving
$3.6M
Total Assets
$17.5M
Fair Market Value
$22.3M
Net Worth
$17.5M
Grants Paid
$1.4M
Contributions
N/A
Net Investment Income
$3.2M
Distribution Amount
$1.5M
Total: $9.6M
Total Grants
46
Total Giving
$2.8M
Average Grant
$61K
Median Grant
$21K
Unique Recipients
27
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Anti-Defamation LeagueCOMMUNITY | Boston, MA | $150K | 2022 |
| Chai LifelineCOMMUNITY | New York, NY | $2K | 2022 |
| Hadassah Medical Relief Association IncMEDICAL | New York, NY | $298K | 2022 |
| Combined Jewish PhilanthropiesCHARTIABLE | Boston, MA | $298K | 2022 |
| American Jewish CommitteeCOMMUNITY | Boston, MA | $150K | 2022 |
| Hebrew Senior LifeMEDICAL | Boston, MA | $100K | 2022 |
| Jewish Community Center Of Greater BostonCOMMUNITY | Newton, MA | $70K | 2022 |
| Pef Israel Endowment Funds Inc - Impact SeEDUCATIONAL | New York, NY | $50K | 2022 |
| Birthright Isreal FoundationEDUCATIONAL | New York, NY | $50K | 2022 |
| Jewish Family & Children ServicesEDUCATIONAL | Waltham, MA | $25K | 2022 |
| Boston Center For Jewish HeritageEDUCATIONAL | Boston, MA | $25K | 2022 |
| American Jewish Historical SocietyEDUCATIONAL | Newton Centre, MA | $25K | 2022 |
| Friends Of Ir DavidEDUCATIONAL | New York, NY | $25K | 2022 |
| Pef Israel Endowment Funds Inc - Emek Medical CenterMEDICAL | New York, NY | $21K | 2022 |
| Yad ChessedCOMMUNITY | Brookline, MA | $20K | 2022 |
| Facing History And Ourselves National FoundationCHARITABLE | Brookline, MA | $15K | 2022 |
| Pef Israel Endowment Funds Inc - Western Galilee HospitalMEDICAL | New York, NY | $10K | 2022 |
| Friends Of ElnetCOMMUNITY | New York, NY | $10K | 2022 |
| Jewish Community Relations Council Of BostonCOMMUNITY | Boston, MA | $10K | 2022 |
| Jewish Big Brothers Big Sisters Of Greater BostonMEDICAL | Newton, MA | $5K | 2022 |
| Friends Of Neve ShalomCOMMUNITY | Glendale, CA | $3K | 2022 |
| Pef Israel Endowment Funds Inc - Meet International IncCOMMUNITYCOMMUNITY | Mountain View, CA | $3K | 2022 |
| Friends Of The IdfCOMMUNITY | New York, NY | $3K | 2022 |
| FgmcCOMMUNITY | Washington, DC | $3K | 2022 |
| Pef Israel Endowment Funds Inc - Signal Group IncCOMMUNITY | New York, NY | $3K | 2022 |
| Wyner Jewish Heritage CenterCOMMUNITY | Boston, MA | $50K | 2020 |
| American Friends Service CommitteeMEDICAL | Philadelphia, PA | $3K | 2020 |