The Dana Home Foundation Inc

LEXINGTON, MA EIN: 04-2111392

The Dana Home Foundation Inc is a private foundation focused on Human services, based in LEXINGTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 21 grants totaling $302K. Net investment income was $90K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.7M

-2.2% YoY

Annual Giving

$302K

+10.6% YoY

Grant Count

21

+0.0% YoY

Avg Grant Size

$14K

+10.6% YoY

Under IRS private-foundation payout rules, The Dana Home Foundation Inc reported a distributable amount of $242K for 2024 — the minimum it must pay out in qualifying distributions.

About The Dana Home Foundation Inc

Based on IRS filings

The Dana Home Foundation Inc is a private foundation focused on Human services, based in LEXINGTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 21 grants totaling $302K. Net investment income was $90K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

ActonArlingtonBedfordBelmontBostonConcordLexingtonMaynardMedfordMiltonTewksburyTewksuryWalthamWatertownWoburn

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$96K$192K$288K$384K20202021202220232024
Metric202420232022
Total Assets$3,684,560$3,768,001$3,703,816
Revenue$131,451$126,047$208,492
Expenses$346,426$316,385$349,398
Qualifying Distributions$303,211$274,281$303,868
Net Investment Income$90,327$85,831$162,704
Distributable Amount$242,222$226,803$246,281

Giving Over Time

Total grant dollars and number of grants per year

$0$76K$151K$227K$303K12 grants202016 grants202120 grants202221 grants202321 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MINUTEMAN SENIOR SERVICES$60KLEXHAB$45KCOOPERATIVE ELDER SERVICES$27KBOSTON AREA GLEANERS$24KMEDFORD VISITING NURSING…$20KSUPPORTIVE LIVINGWELLNES…$20KLEXINGTON RECREATION AND…$18KHANCOCK CHURCH$15KLEXINGTON HISTORICAL SOC…$10KDAOYIN HEALTH SOCIETY$8K

Grant Size Distribution

90 grants across all recorded years

82<$50K8$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Minuteman Senior Services ($60,000), Lexhab ($45,000), Cooperative Elder Services ($27,000).

RecipientPurposeAmount
BOSTON AREA GLEANERS ACTON, MAFOOD ACCESS PROGRAM$24,000
BROOKHAVEN LEXINGTON, MALEXINGTON COMMUNITY SENIOR WELLNESS FAIR$5,000
CARY MEMORIAL LIBRARY LEXINGTON, MADANA HOME RESOURCES FOR SENIORS$4,000
CHINESE AMERICAN ASSOCIATION OF LEXINGTON LEXINGTON, MACAAL EVENTS FOR SENIORS$5,000
COOPERATIVE ELDER SERVICES MILTON, MAFINANCIAL ASSISTANCE FOR LEXINGTON RESIDENTS$27,000
DAOYIN HEALTH SOCIETY BELMONT, MADAOYIN MEDITATION TEACHING PROGRAM FOR SENIORS OF LEXINGTON$8,000
FOOD LINK ARLINGTON, MAPROVIDING AND SUPPORTING VOLUNTEER OPPORTUNITIES FOR COMMUNITY MEMBERS$4,200
HANCOCK CHURCH LEXINGTON, MAAUDIO/VISUAL UPGRADES$15,000
LEXHAB LEXINGTON, MAACCESSIBLE AND AFFORDABLE INITIATIVE$45,000
LEXINGTON FIRE DEPARTMENT LEXINGTON, MASENOR SAFETY PROGRAM$8,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CHARLES JAMESDIRECTOR5
PATRICIA NELSONDIRECTOR5
VALERIE LARSINDIRECTOR2
KIM ZANINDIRECTOR2
CHRISTINE MCEWENCO-PRESIDENT AND DIRECTOR8
LISA SANDEENDIRECTOR2
CHERIE NOEDIRECTOR2
MARGARET COUNTS-KLEBECLERK AND DIRECTOR4
LESTER E SAVAGE IIITREASURER AND DIRECTOR6
STEPHEN CARSONDIRECTOR2
BRADFORD CROOKECO-PRESIDENT AND DIRECTOR8

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Dana Home Foundation Inc?

The Dana Home Foundation Inc is a private foundation focused on Human services, based in LEXINGTON, MA. It holds $3.7M in total assets as of 2024.

How large is The Dana Home Foundation Inc?

As of 2024, The Dana Home Foundation Inc holds $3.7M in total assets with $131K in annual revenue. It awarded 21 grants totaling $302K in 2024.

Where does The Dana Home Foundation Inc operate?

The Dana Home Foundation Inc has awarded grants in Massachusetts.

What size grants does The Dana Home Foundation Inc award?

In 2024, The Dana Home Foundation Inc awarded 21 grants totaling $302K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is The Dana Home Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Dana Home Foundation Inc reported a distributable amount of $242K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Dana Home Foundation Inc's EIN?

The Dana Home Foundation Inc's EIN (Employer Identification Number) is 04-2111392. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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