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.
Key facts about Hervey L Smith Tua
In short: Hervey L Smith Tua gave $206K across 6 grants in 2025 (avg $34K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6033808
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $206,223
- Grants made (2025)
- 6
- Average grant
- $34,371
- Median grant
- $34,371
- Total assets
- $5,180,388
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.2M
+5.5% YoY
Annual Giving
$206K
-17.5% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$34K
-17.5% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,180,388 | $4,909,290 | $4,747,250 |
| Revenue | $561,272 | $497,668 | $158,694 |
| Expenses | $291,462 | $330,625 | $254,772 |
| Qualifying Distributions | $235,049 | $277,360 | $210,591 |
| Net Investment Income | $509,671 | $443,834 | $100,828 |
| Distributable Amount | $297,142 | $279,683 | $254,349 |
Data update history
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
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.
Here's the math on researching Hervey L Smith Tua by hand.
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