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 limits grants to specified types of Jewish organizations and institutions, as well as organizations seeking support for psychiatric counseling and care for undergraduate Harvard students.
Trust UWO Herman Dana at a glance
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.
- Annual giving (2025)
- $1,673,180
- +16.1% vs 2024
- Grants made (2025)
- 21
- -12.5% vs 2024
- Average grant
- $79,675
- +32.7% vs 2024
- Median grant
- $25,000
- Total assets
- $20,671,242
- +9.4% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 21, 2025; small sample)
- Primary geography
- Massachusetts (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Trust UWO Herman Dana
- How to Apply
-
The 2025 filing says the foundation does not restrict giving to preselected organizations. It directs applicants to submit a letter describing the organization, its founding year, current activities, and the people it serves. The letter should also describe the proposed grant and use of funds, projected grant-administration costs, and whether the trust’s grant would be the sole or part of a larger funding source. Applicants should include a copy of their IRS tax-exemption letter. The filing identifies Alan Dana, Trustee, as the contact. Grants are limited to the eligible categories described in the filing, and applicants under those categories must meet a federal-exemption condition; the condition’s wording in the filing is incomplete.
- Contact
Application contact: Alan Dana Trustee
Mailing address: 1340 Centre St, Newton, MA 02459-2453
Phone: (617) 928-1700
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Trust UWO Herman Dana funds
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%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 67% of grant dollars went to recipients in Massachusetts, 32% to New York, 1% to New Jersey, and 1% to California.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
Cities
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. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. 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.
Giving History
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.
Grants by year
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 |
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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 | $20,671,242 | $5,588,664 | $3,818,258 | $1,673,180 | 21 | $1,673,180 | $3,278,023 | $2,264,505 |
| 2024 | $18,900,836 | $4,687,566 | $3,288,555 | $1,440,766 | 24 | $1,440,766 | $2,913,236 | $1,675,025 |
| 2023 | $17,501,825 | $5,454,612 | $3,642,784 | $1,391,850 | 23 | $1,391,850 | $3,237,745 | $1,498,158 |
| 2022 | $15,689,997 | $5,014,689 | $3,270,609 | $1,370,896 | 25 | $1,445,896 | $3,101,059 | $1,142,098 |
| 2021 | $13,945,917 | $4,326,787 | $2,883,169 | $1,245,493 | 23 | $1,320,493 | $2,661,227 | $1,105,877 |
| 2020 | $12,541,364 | $3,151,156 | $2,986,059 | $1,412,954 | 21 | — | $1,570,148 | $1,006,455 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its filing lists eligible uses and organizations that include Jewish charitable and educational institutions, certain organizations participating in or receiving aid from Combined Jewish Philanthropies of Greater Boston, and institutions or organizations providing psychiatric counseling and care to undergraduate Harvard students.
The grantees’ own descriptions illustrate the 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 provides assistance to organizations in the Old City of Jerusalem and the ancient City of David. Chai Lifeline describes itself as an international health support network providing assistance to children, families, and communities facing illness, crisis, or loss.
Grantmaking
In filing year 2025, the foundation reported 21 grants totaling $1,673,180. Grants ranged from $2,000 to $373,090, with a median of $25,000.
The largest reported grants included $373,090 to Combined Jewish Philanthropies in Boston and $373,090 to Hadassah Medical Relief Association in New York. Other large grants included $175,000 to the American Jewish Committee and $150,000 each to the Anti-Defamation League and Hebrew Senior Life, all in Boston; and $125,000 to the Jewish Community Center of Greater Boston in Newton. The foundation also gave $75,000 each to Birthright Israel Foundation and PEF Israel Endowment Funds in New York.
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.
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Trust UWO Herman Dana fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Trust UWO Herman Dana?
The 2025 filing says the foundation does not restrict giving to preselected organizations. 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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
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
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Cite this profile
Grantable. (2026). Trust UWO Herman Dana funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/trust-uwo-herman-dana-morg_69f2f3a967884777aea577a801505f72
BibTeX
@misc{grantable_046209497_2026,
author = {{Grantable}},
title = {{Trust UWO Herman Dana funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/trust-uwo-herman-dana-morg_69f2f3a967884777aea577a801505f72},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Trust UWO Herman Dana's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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