Robert and Dana Smith Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 8 grants totaling $678K. Net investment income was $493K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
-7.9% YoY
Annual Giving
$678K
-27.1% YoY
Grant Count
8
+33.3% YoY
Avg Grant Size
$85K
-45.3% YoY
Under IRS private-foundation payout rules, Robert and Dana Smith Charitable reported a distributable amount of $233K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert and Dana Smith Charitable
Based on IRS filings
Robert and Dana Smith Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 8 grants totaling $678K. Net investment income was $493K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,349,739 | $2,550,369 | $2,748,012 |
| Revenue | $495,895 | $738,132 | $1,889,270 |
| Expenses | $696,525 | $935,775 | $1,415,504 |
| Qualifying Distributions | $680,688 | $932,888 | $1,402,625 |
| Net Investment Income | $493,007 | $735,244 | $286,400 |
| Distributable Amount | $232,679 | $209,803 | $250,977 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pan Massachusetts Challenge ($250,000), Boston Childrens Hospital ($137,500), Boys and Girls Clubs of Boston ($112,500).
| Recipient | Purpose | Amount |
|---|---|---|
| BOSTON CHILDRENS HOSPITAL BOSTON, MA | MEDICAL | $137,500 |
| BOYS AND GIRLS CLUBS OF BOSTON BOSTON, MA | GENERAL WELFARE | $112,500 |
| PAN MASSACHUSETTS CHALLENGE NEEDHAM, MA | GENERAL WELFARE | $250,000 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION MASSACHUSETTS, MA | EDUCATIONAL | $50,000 |
| THE CAPE COD FOUNDATION MASSACHUSETTS, MA | EDUCATIONAL | $20,000 |
| THE BASEBALL INC ROXBURY, MA | GENERAL WELFARE | $50,000 |
| THE GREATER BOSTON FOOD BANK BOSTON, MA | GENERAL WELFARE | $50,000 |
| ZUMIX INC BOSTON, MA | GENERAL WELFARE | $7,800 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT A SMITH | TRUSTEE | 1 | — |
| DANA WEISS SMITH | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert and Dana Smith Charitable?
Robert and Dana Smith Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON, MA. It holds $2.3M in total assets as of 2024.
How large is Robert and Dana Smith Charitable?
As of 2024, Robert and Dana Smith Charitable holds $2.3M in total assets with $496K in annual revenue. It awarded 8 grants totaling $678K in 2024.
Where does Robert and Dana Smith Charitable operate?
Robert and Dana Smith Charitable has awarded grants in District of Columbia, Massachusetts.
What size grants does Robert and Dana Smith Charitable award?
In 2024, Robert and Dana Smith Charitable awarded 8 grants totaling $678K — an average of about $85K per grant, based on its IRS Form 990 filings.
How much is Robert and Dana Smith Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert and Dana Smith Charitable reported a distributable amount of $233K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert and Dana Smith Charitable's EIN?
Robert and Dana Smith Charitable's EIN (Employer Identification Number) is 22-3850789. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Robert and Dana Smith Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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