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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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