Hervey L Smith Tua
Hervey L Smith Tua is a private foundation focused on Philanthropy, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5.2M in total assets. In 2025, it awarded 6 grants totaling $206K. Net investment income was $510K.
Hervey L Smith Tua at a glance
In short: Hervey L Smith Tua gave $206K across 6 grants in 2025 (avg $34K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $206,223
- -17.5% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $34,371
- -17.5% vs 2024
- Median grant
- $34,371
- Total assets
- $5,180,388
- +5.5% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Hervey L Smith Tua funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Massachusetts General Hospital ($52K). Together the top 6 received $206K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 18 grants of 30 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Hervey L Smith Tua gives
- Giving fell 27% from 2022 to 2025. Method
- In 2025 it paid out 79% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $186K (2023) to $284K (2022). In 2025 it made 6 grants totaling $206K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Massachusetts General Hospital Boston, MA | Unrestricted General | $51,560 |
| Harvard College Pres & Fellows Cambridge, MA | Unrestricted General | $51,560 |
| South Congregational Church Springfield, MA | Unrestricted General | $51,560 |
| Springfield Boys & Girls Club Springfield, MA | Unrestricted General | $17,181 |
| Boys & Girls Club Family Center Inc Springfield, MA | Unrestricted General | $17,181 |
| Massachusetts Medical Benevolent Society Waltham, MA | Unrestricted General | $17,181 |
Ready to take the next step with Hervey L Smith Tua?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,180,388 | $561,272 | $291,462 | $206,223 | 6 | $235,049 | $509,671 | $297,142 |
| 2024 | $4,909,290 | $497,668 | $330,625 | $250,035 | 6 | $277,360 | $443,834 | $279,683 |
| 2023 | $4,747,250 | $158,694 | $254,772 | $186,474 | 6 | $210,591 | $100,828 | $254,349 |
| 2022 | $4,845,324 | $-106,485 | $375,098 | $283,872 | 6 | $307,909 | $57,235 | $261,351 |
| 2021 | $5,326,852 | $1,114,588 | $323,749 | $246,711 | 6 | $272,646 | $1,062,803 | $291,915 |
| 2020 | $4,530,420 | $398,048 | $314,920 | $247,440 | 6 | — | $357,235 | $250,049 |
| 2019 | $4,447,086 | $307,606 | $261,036 | $195,048 | 6 | — | $282,155 | $242,622 |
Under IRS private-foundation payout rules, Hervey L Smith Tua reported a distributable amount of $297K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Hervey L Smith Tua's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$64K (2021) → $71K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $71K, to Bank of America (Trustee).
Frequently asked questions about Hervey L Smith Tua
How much does Hervey L Smith Tua give each year?
Hervey L Smith Tua gave $206K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $250K across 6 grants.
What is Hervey L Smith Tua's typical grant size?
Hervey L Smith Tua's median grant in 2025 was $34,371, and its average grant was $34,371, across 6 grants on its 2025 IRS Form 990-PF.
Where does Hervey L Smith Tua give grants?
Hervey L Smith Tua gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Springfield, MA (3 grants).
Does Hervey L Smith Tua give general operating support?
Yes: 100% of Hervey L Smith Tua's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hervey L Smith Tua's largest grantees?
Hervey L Smith Tua's largest 2025 grantees include Massachusetts General Hospital ($51,560), Harvard College Pres & Fellows ($51,560) and South Congregational Church ($51,560), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Hervey L Smith Tua?
Hervey L Smith Tua reported $5.2M in total assets on its 2025 IRS Form 990-PF. It paid out $235K in qualifying distributions that year, against a required minimum of $297K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Hervey L Smith Tua?
Hervey L Smith Tua is a private foundation focused on Philanthropy, based in Dallas, TX. It holds $5.2M in total assets as of 2025.
What is Hervey L Smith Tua's EIN?
Hervey L Smith Tua's EIN (Employer Identification Number) is 04-6033808. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Other open foundation grants in Texas
Texas Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Hervey L Smith Tua's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
Community Foundation of Western Massachusetts
Springfield, MA
The Community Foundation of Western Massachusetts funds nonprofits and students through grants and scholarships, with priorities including organizations led by people of color, early education, post-secondary pathways, and arts and creativity. Its 2025 grants had a median award of $25,000 and supported work benefiting residents of Franklin, Hampshire, and Hampden counties; the profile does not state whether it accepts unsolicited requests.
Assets
$292.1M
Grants
392
Total Given
$22.4M
Grace H Noyes Bo 7 Charities
Dallas, TX
Assets
$2.0M
Grants
7
Total Given
$100K
Easthampton Savings Bank
Easthampton, MA
Easthampton Savings Bank Foundation supports local nonprofits working in basic needs, financial literacy, health care, economic development, youth and education, and the arts, primarily in Massachusetts, with some funding in Connecticut. Its 2025 grants had a median of $1,000, though awards ranged from $50 to $68,927. Applications are available through the foundation, and it does not restrict giving to preselected organizations; the application lists varying deadlines.
Assets
$2.3M
Grants
188
Total Given
$522K
John H Breckjr and Barbara N Breck
Po Box Boca Grande, FL
The foundation supports education and scholarships, youth programs, medical assistance, and other charitable causes, with most 2025 grant dollars going to Massachusetts and additional support in New Hampshire, Florida, and other states. Its 35 grants ranged from $1,000 to $100,000, with a median of $2,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$2.5M
Grants
35
Total Given
$225K
Grace C B Stebbins Tua
Dallas, TX
Assets
$2.5M
Grants
9
Total Given
$132K
Berkshire Bank Foundation Inc
Pittsfield, MA
The foundation supports nonprofits working in small business, financial inclusion, housing, health and wellness, food insecurity, youth development, and arts and culture across Connecticut, Massachusetts, New York, Rhode Island, and Vermont. In 2024, grants ranged from $50 to $33,333, with a median of $2,500. It accepts written applications from eligible 501(c)(3) public charities and lists quarterly deadlines.
Assets
$17.1M
Grants
478
Total Given
$2.0M
More similar funders
More Funders in Texas
Cite this profile
Grantable. (2026). Hervey L Smith Tua funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/hervey-l-smith-tua-morg_2fba56949317484a838c67bf2eb94196
BibTeX
@misc{grantable_046033808_2026,
author = {{Grantable}},
title = {{Hervey L Smith Tua funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/hervey-l-smith-tua-morg_2fba56949317484a838c67bf2eb94196},
note = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Hervey L Smith Tua's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Hervey L Smith Tua down — hundreds of funders to go?