Trust Uwo Herman Dana
TRUST UWO HERMAN DANA is a private foundation based in Newton, Massachusetts. Its 2025 filing reports 21 grants totaling $1,673,180. The filing’s award restrictions identify eligible recipients and uses that include Jewish charitable and educational organizations, certain organizations connected with Combined Jewish Philanthropies of Greater Boston, and organizations funding psychiatric counseling and care for Harvard undergraduates.
Key facts about Trust Uwo Herman Dana
In short: Trust Uwo Herman Dana gave $1.7M across 21 grants in 2025 (avg $80K), mostly in Massachusetts. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6209497
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,673,180
- Grants made (2025)
- 21
- Average grant
- $79,675
- Median grant
- $25,000
- New grantees (estimate)
- 0% first-time grantees (0 of 21, 2025)
- Total assets
- $20,671,242
- Primary geography
- Massachusetts (67% of itemized 2025 grant dollars)
- How to apply
- The filing names Alan Dana, Trustee, as the contact for applications. Full details ↓
- Deadline
- None.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$20.7M
+9.4% YoY
Annual Giving
$1.7M
+16.1% YoY
Grant Count
21
-12.5% YoY
Avg Grant Size
$80K
+32.7% YoY
Under IRS private-foundation payout rules, Trust Uwo Herman Dana reported a distributable amount of $2.3M for 2025 — the minimum it must pay out in qualifying distributions.
Is Trust Uwo Herman Dana open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 21 grantees (0%) were first-time recipients. How we count
- 95% of 2025 grantees were also funded in 2024. Method
- Giving grew 22% from 2022 to 2025. Method
- In 2025 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement is provided in the available profile. The 2025 filing describes restricted grant categories rather than a general mission: eligible purposes include capital needs or urgent current needs for certain organizations participating in or regularly aided by Combined Jewish Philanthropies of Greater Boston; support for Jewish charitable institutions or organizations; establishing and endowing a Herman Dana chair at a Jewish educational institution; and the cost of psychiatric counseling and care for Harvard undergraduate students.
Grantees’ own descriptions show a range of supported work. Hadassah Medical Relief Association says it supports Hadassah, the Women’s Zionist Organization of America. Friends of Ir David says it assists organizations in the Old City of Jerusalem and the ancient City of David. Chai Lifeline describes itself as an international health support network serving children, families, and communities facing illness, crisis, or loss.
Grantmaking
In filing year 2025, the trust reported 21 grants totaling $1,673,180. Grant amounts ranged from $2,000 to $373,090, with a median of $25,000.
Review Cycle
None.
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Geographic Focus
Where this funder awards grants
The 2025 filing reports grant dollars by recipient state as Massachusetts 67%, New York 32%, New Jersey 1%, and California 1%. These reported shares total 101%, reflecting the figures as listed in the filing.
Grant Distribution by State
Share of all 21 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.2M (2021) to $1.7M (2025). In 2025 it made 21 grants totaling $1.7M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Combined Jewish Philanthropies ($373K). Together the top 10 received $1.6M.
Grant Size Distribution
116 grants across all recorded years
The most common grant size was under $50K: 78 grants of 116 (67%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Combined Jewish Philanthropies Boston, MA | Chartiable | $373,090 |
| Hadassah Medical Relief Association Inc New York, NY | Medical | $373,090 |
| American Jewish Committee Boston, MA | Community | $175,000 |
| Anti-Defamation League Boston, MA | Community | $150,000 |
| Hebrew Senior Life Boston, MA | Medical | $150,000 |
| Jewish Community Center of Greater Boston Newton, MA | Community | $125,000 |
| Birthright Isreal Foundation New York, NY | Educational | $75,000 |
| Pef Israel Endowment Funds Inc - Impact Se New York, NY | Educational | $75,000 |
| Boston Center for Jewish Heritage Boston, MA | Educational | $35,000 |
| Jewish Big Brothers Big Sisters of Greater Boston Newton, MA | Medical | $25,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $20,671,242 | $5,588,664 | $3,818,258 | $1,673,180 | 21 |
| 2024 | $18,900,836 | $4,687,566 | $3,288,555 | $1,440,766 | 24 |
| 2023 | $17,501,825 | $5,454,612 | $3,642,784 | $1,391,850 | 23 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $20,671,242 | $18,900,836 | $17,501,825 |
| Revenue | $5,588,664 | $4,687,566 | $5,454,612 |
| Expenses | $3,818,258 | $3,288,555 | $3,642,784 |
| Qualifying Distributions | $1,673,180 | $1,440,766 | $1,391,850 |
| Net Investment Income | $3,278,023 | $2,913,236 | $3,237,745 |
| Distributable Amount | $2,264,505 | $1,675,025 | $1,498,158 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Alan Dana and Myer Dana as trustees and property managers.
Trust Uwo Herman Dana's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Alan Dana
Trustee & Property Manager
On filings since 2020
40 hrs/week
$141K (2020) → $100K (2025)
Myer R. Dana
Trustee & Property Manager
On filings since 2020
40 hrs/week
$150K (2020) → $100K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $100K, to Alan Dana (Trustee & Property Manager). 2 officers or directors reported compensation on that filing.
Contact
Application contact: Alan Dana Trustee
Mailing address: 1340 Centre St, Newton, MA 02459-2453
Phone: (617) 928-1700
Website: https://www.guidestar.org
Frequently asked questions about Trust Uwo Herman Dana
How much does Trust Uwo Herman Dana give each year?
Trust Uwo Herman Dana gave $1.7M across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.4M across 24 grants.
What is Trust Uwo Herman Dana's typical grant size?
Trust Uwo Herman Dana's median grant in 2025 was $25,000, and its average grant was $79,675, across 21 grants on its 2025 IRS Form 990-PF.
Where does Trust Uwo Herman Dana give grants?
Trust Uwo Herman Dana gives mostly in Massachusetts: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (32%). The most frequent recipient cities were Boston, MA (8 grants), New York, NY (6 grants), Newton, MA (2 grants) and Brookline, MA (2 grants).
Does Trust Uwo Herman Dana give general operating support?
Not in 2025: none of the 21 grants with a stated purpose on Trust Uwo Herman Dana's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community" (10 grants), "Educational" (6 grants) and "Medical" (3 grants).
Who are Trust Uwo Herman Dana's largest grantees?
Trust Uwo Herman Dana's largest 2025 grantees include Combined Jewish Philanthropies ($373,090), Hadassah Medical Relief Association Inc ($373,090) and American Jewish Committee ($175,000), according to its 2025 IRS Form 990-PF. Together they received 55% of its itemized 2025 grant dollars.
How large is Trust Uwo Herman Dana?
Trust Uwo Herman Dana reported $20.7M in total assets on its 2025 IRS Form 990-PF. It paid out $1.7M in qualifying distributions that year, against a required minimum of $2.3M (roughly 5% of its investment assets).
What does Trust Uwo Herman Dana fund?
No mission statement is provided in the available profile. See mission & focus areas ↑
How do I apply for a grant from Trust Uwo Herman Dana?
The filing names Alan Dana, Trustee, as the contact for applications. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Trust Uwo Herman Dana's EIN?
Trust Uwo Herman Dana's EIN (Employer Identification Number) is 04-6209497. 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. Research dossier generated September 2026.
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