Robert and Dana Smith Charitable
Robert and Dana Smith Charitable is a private foundation, based in Newton, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 6 grants totaling $1.3M. Net investment income was $811K.
Robert and Dana Smith Charitable at a glance
In short: Robert and Dana Smith Charitable gave $1.3M across 6 grants in 2025 (avg $218K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,309,158
- +93.1% vs 2024
- Grants made (2025)
- 6
- -25.0% vs 2024
- Average grant
- $218,193
- +157.5% vs 2024
- Median grant
- $200,000
- Total assets
- $1,838,341
- -21.8% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Robert and Dana Smith Charitable funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Boys and Girls Clubs of Boston ($454K). Together the top 6 received $1.3M.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was in the $100–250K range: 14 grants of 33 (42%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Robert and Dana Smith Charitable gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 589% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $678K (2024) to $1.4M (2022). In 2025 it made 6 grants totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys and Girls Clubs of Boston Boston, MA | General Welfare | $454,158 |
| Pan Massachusetts Challenge Needham, MA | General Welfare | $350,000 |
| Boston Childrens Hospital Boston, MA | Medical | $250,000 |
| Woods Hole Oceanographic Institution Massachusetts, MA | Educational | $150,000 |
| Boston Medical Center Corporation Boston, MA | Medical | $100,000 |
| Southwest Montana Mountain Bike Association Bozeman, MT | General Welfare | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,838,341 | $814,059 | $1,325,457 | $1,309,158 | 6 | $1,312,290 | $810,927 | $222,650 |
| 2024 | $2,349,739 | $495,895 | $696,525 | $677,800 | 8 | $680,688 | $493,007 | $232,679 |
| 2023 | $2,550,369 | $738,132 | $935,775 | $930,000 | 6 | $932,888 | $735,244 | $209,803 |
| 2022 | $2,748,012 | $1,889,270 | $1,415,504 | $1,400,000 | 6 | $1,402,625 | $286,400 | $250,977 |
| 2021 | $3,331,619 | $301,381 | $948,073 | $940,964 | 7 | — | $296,897 | $285,058 |
| 2020 | $3,978,311 | $-19,666 | $1,137,632 | $1,130,000 | 8 | — | $26,491 | $280,715 |
Under IRS private-foundation payout rules, Robert and Dana Smith Charitable reported a distributable amount of $223K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert and Dana Smith Charitable's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Dana Weiss Smith
Trustee
On filings since 2020
1 hr/week
No compensation reported
Robert A. Smith
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Robert and Dana Smith Charitable
How much does Robert and Dana Smith Charitable give each year?
Robert and Dana Smith Charitable gave $1.3M across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $678K across 8 grants.
What is Robert and Dana Smith Charitable's typical grant size?
Robert and Dana Smith Charitable's median grant in 2025 was $200,000, and its average grant was $218,193, across 6 grants on its 2025 IRS Form 990-PF.
Where does Robert and Dana Smith Charitable give grants?
Robert and Dana Smith Charitable 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 Boston, MA (3 grants).
Does Robert and Dana Smith Charitable give general operating support?
Yes: 50% of Robert and Dana Smith Charitable's 2025 grants with a stated purpose (3 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Robert and Dana Smith Charitable's largest grantees?
Robert and Dana Smith Charitable's largest 2025 grantees include Boys and Girls Clubs of Boston ($454,158), Pan Massachusetts Challenge ($350,000) and Boston Childrens Hospital ($250,000), according to its 2025 IRS Form 990-PF. Together they received 81% of its itemized 2025 grant dollars.
How large is Robert and Dana Smith Charitable?
Robert and Dana Smith Charitable reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $1.3M in qualifying distributions that year, against a required minimum of $223K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 23, 2026)
- IRS filings on file for fiscal years 2020–2025
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