Trust Uwo Herman Dana
Trustees Under the Will of Herman Dana is a private foundation based in Newton, Massachusetts. Established in 1969, the organization operates as a 501(c)(3) tax-exempt entity dedicated to philanthropic grantmaking across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$18.9M
+8.0% YoY
Annual Giving
$1.4M
+3.5% YoY
Grant Count
24
+4.3% YoY
Avg Grant Size
$60K
-0.8% YoY
Under IRS private-foundation payout rules, Trust Uwo Herman Dana reported a distributable amount of $1.7M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's grantmaking priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Historical Organizations
- International Educational Development
- Fund Raising & Fund Distribution
Grantmaking
The foundation does not list active grant opportunities or formal application guidelines in available sources.
Grant Range
$1,250–$299,300
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Massachusetts
- New York
- California
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year 2024:
- Total Assets: $18,900,836
- Total Revenue: $4,687,566
- Total Expenses: $3,288,555
- Net Income: $1,399,011
- Total Liabilities: $0
As of Fiscal Year 2023:
- Total Assets: $22,000,000 (approximately)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $18,900,836 | $17,501,825 | $15,689,997 |
| Revenue | $4,687,566 | $5,454,612 | $5,014,689 |
| Expenses | $3,288,555 | $3,642,784 | $3,270,609 |
| Qualifying Distributions | $1,440,766 | $1,391,850 | $1,445,896 |
| Net Investment Income | $2,913,236 | $3,237,745 | $3,101,059 |
| Distributable Amount | $1,675,025 | $1,498,158 | $1,142,098 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
116 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Combined Jewish Philanthropies ($261,883), Hadassah Medical Relief Association Inc ($261,883), American Jewish Committee ($175,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN JEWISH COMMITTEE BOSTON, MA | COMMUNITY | $175,000 |
| AMERICAN JEWISH HISTORICAL SOCIETY NEWTON CENTRE, MA | EDUCATIONAL | $10,000 |
| ANTI-DEFAMATION LEAGUE BOSTON, MA | COMMUNITY | $150,000 |
| BIRTHRIGHT ISREAL FOUNDATION NEW YORK, NY | EDUCATIONAL | $75,000 |
| BOSTON CENTER FOR JEWISH HERITAGE BOSTON, MA | EDUCATIONAL | $10,000 |
| CHAI LIFELINE NEW YORK, NY | COMMUNITY | $2,000 |
| COMBINED JEWISH PHILANTHROPIES BOSTON, MA | CHARTIABLE | $261,883 |
| FACING HISTORY AND OURSELVES NATIONAL FOUNDATION BROOKLINE, MA | CHARITABLE | $10,000 |
| FRIENDS OF IR DAVID NEW YORK, NY | EDUCATIONAL | $10,000 |
| FRIENDS OF LEKET ISRAEL TEANECK, NJ | COMMUNITY | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is managed by two trustees:
- Myer R Dana — Trustee & Property Manager (40 hours/week, $100,000 compensation)
- Alan Dana — Trustee & Property Manager (40 hours/week, $100,000 compensation)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALAN DANA | TRUSTEE & PROPERTY MANAGER | 40 | $100,000 |
| MYER R DANA | TRUSTEE & PROPERTY MANAGER | 40 | $100,000 |
Frequently Asked Questions
What does Trust Uwo Herman Dana fund?
The foundation's grantmaking priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Historical Organizations • International Educational Development • Fund Raising & Fund Distribution
How do I apply for a grant from Trust Uwo Herman Dana?
**Grant Activity:** • Total annual giving: $1,440,766 • Typical grant range: $1,250–$299,300 • Median grant amount: $20,000 • Maximum grant awarded: $299,300 • Recent grant count: 23 grants The foundation does not list active grant opportunities or formal application guidelines in available sources.
Where does Trust Uwo Herman Dana make grants?
The foundation primarily funds organizations in: • Massachusetts • New York • California
What size grants does Trust Uwo Herman Dana award?
In 2024, Trust Uwo Herman Dana awarded 24 grants totaling $1.4M — an average of about $60K per grant, based on its IRS Form 990 filings.
How much is Trust Uwo Herman Dana required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Trust Uwo Herman Dana reported a distributable amount of $1.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Trust Uwo Herman Dana's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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