Hervey L Smith Tua is a private foundation focused on Philanthropy, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 6 grants totaling $250K. Net investment income was $444K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.9M
+3.4% YoY
Annual Giving
$250K
+34.1% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$42K
+34.1% YoY
Under IRS private-foundation payout rules, Hervey L Smith Tua reported a distributable amount of $280K for 2024 — the minimum it must pay out in qualifying distributions.
About Hervey L Smith Tua
Based on IRS filings
Hervey L Smith Tua is a private foundation focused on Philanthropy, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 6 grants totaling $250K. Net investment income was $444K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,909,290 | $4,747,250 | $4,845,324 |
| Revenue | $497,668 | $158,694 | $-106,485 |
| Expenses | $330,625 | $254,772 | $375,098 |
| Qualifying Distributions | $277,360 | $210,591 | $307,909 |
| Net Investment Income | $443,834 | $100,828 | $57,235 |
| Distributable Amount | $279,683 | $254,349 | $261,351 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Massachusetts General Hospital ($62,513), Harvard College Pres & Fellows ($62,513), South Congregational Church ($62,513).
| Recipient | Purpose | Amount |
|---|---|---|
| MASSACHUSETTS GENERAL HOSPITAL BOSTON, MA | UNRESTRICTED GENERAL | $62,513 |
| SPRINGFIELD BOYS & GIRLS CLUB SPRINGFIELD, MA | UNRESTRICTED GENERAL | $20,832 |
| HARVARD COLLEGE PRES & FELLOWS CAMBRIDGE, MA | UNRESTRICTED GENERAL | $62,513 |
| SOUTH CONGREGATIONAL CHURCH SPRINGFIELD, MA | UNRESTRICTED GENERAL | $62,513 |
| BOYS & GIRLS CLUB FAMILY CENTER INC SPRINGFIELD, MA | UNRESTRICTED GENERAL | $20,832 |
| MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY WALTHAM, MA | UNRESTRICTED GENERAL | $20,832 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $66,889 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Hervey L Smith Tua?
Hervey L Smith Tua is a private foundation focused on Philanthropy, based in DALLAS, TX. It holds $4.9M in total assets as of 2024.
How large is Hervey L Smith Tua?
As of 2024, Hervey L Smith Tua holds $4.9M in total assets with $498K in annual revenue. It awarded 6 grants totaling $250K in 2024.
Where does Hervey L Smith Tua operate?
Hervey L Smith Tua has awarded grants in Massachusetts.
What size grants does Hervey L Smith Tua award?
In 2024, Hervey L Smith Tua awarded 6 grants totaling $250K — an average of about $42K per grant, based on its IRS Form 990 filings.
How much is Hervey L Smith Tua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hervey L Smith Tua reported a distributable amount of $280K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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