Private foundation (trust)EIN 046033808Est. 1984-10

HERVEY L SMITH TUA

DALLAS, TX 752653067

Total Assets

$5.9M

FY 2024

Annual Giving

$250K

FY 2024

Grants Made

6

FY 2024

Avg Grant

$42K

FY 2024

Grant Range

$21K–$63K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$498K

Total Expenses

$331K

Qualifying Distributions

$277K

Distributable Amount

$280K

Min. Investment Return

$286K

Undistributed Income

$60K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $21K through median $42K to maximum $63K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

7 years

Giving over time from 2018 to 2024. Peak $284K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

42 grants

MASSACHUSETTS GENERAL HOSPITAL
$410K
7 grants
SOUTH CONGREGATIONAL CHURCH
$410K
7 grants
HARVARD COLLEGE PRES & FELLOWS
$352K
6 grants
SPRINGFIELD BOYS & GIRLS CLUB
$137K
7 grants
BOYS & GIRLS CLUB FAMILY CENTER INC
$101K
5 grants
MASSACHUSETTS MEDICAL BENEVOLENT SOCIETY
$101K
5 grants
PRES AND FELLOWS OF HARVARD COLLEGE
$58K
1 grant
BOYS & GIRLS CLUB FAMILY CTR INC
$36K
2 grants

Grant Size Distribution

42 grants

<$10K
$10–50K
27
grants
$50–250K
15
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Massachusetts
$1.6M
100% of total

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HERVEY L SMITH TUA — Grants, Financials & Contact | Grantivo