Hervey L Smith Tua

Private foundation · Grantmaker Dallas, TX EIN: 04-6033808
PhilanthropyFoundations

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

1state

Share of 2025 grant dollars across all 6 itemized grants.

Cities

SpringfieldBostonCambridgeWaltham

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K6 grants2019 6 grants2020 6 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025

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

Massachusetts General Hospital: $52KMassachusetts General Hospital$52KHarvard College Pres & Fellows: $52KHarvard College Pres & Fellows$52KSouth Congregational Church: $52KSouth Congregational Church$52KSpringfield Boys & Girls Club: $17KSpringfield Boys & Girls Club$17KBoys & Girls Club Family Center Inc: $17KBoys & Girls Club FamilyCenter Inc$17KMassachusetts Medical Benevolent Society: $17KMassachusetts MedicalBenevolent Society$17K

The largest 2025 recipient was Massachusetts General Hospital ($52K). Together the top 6 received $206K.

Grant Size Distribution

30 grants across all recorded years

18<$50K12$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 30 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Massachusetts General Hospital Boston, MAUnrestricted General$51,560
Harvard College Pres & Fellows Cambridge, MAUnrestricted General$51,560
South Congregational Church Springfield, MAUnrestricted General$51,560
Springfield Boys & Girls Club Springfield, MAUnrestricted General$17,181
Boys & Girls Club Family Center Inc Springfield, MAUnrestricted General$17,181
Massachusetts Medical Benevolent Society Waltham, MAUnrestricted General$17,181

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. 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

Bank of America — Trustee: $71KBank of AmericaTrustee$71K

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.

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