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
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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