Funder DirectoryTRUST UWO HERMAN DANA
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Private foundation (trust)EIN 046209497Est. 1969-07

TRUST UWO HERMAN DANA

NEWTON, MA 024592453

Accepts unsolicited proposals

Total Assets

$25.5M

FY 2024

Annual Giving

$1.4M

FY 2024

Grants Made

24

FY 2024

Avg Grant

$60K

FY 2024

Grant Range

$2K–$262K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2024 filing

Total Revenue

$4.7M

Total Expenses

$3.3M

Qualifying Distributions

$1.4M

Distributable Amount

$1.7M

Min. Investment Return

$1.7M

Payout rate 86%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.86%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

24 grants

Grant sizes from minimum $2K through median $18K to maximum $262K, 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

5 years

Giving over time from 2020 to 2024. Peak $1.4M in 2024. Hover bars for details.

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

Top Recipients

116 grants

COMBINED JEWISH PHILANTHROPIES
$1.5M
5 grants
HADASSAH MEDICAL RELIEF ASSOCIATION INC
$1.4M
5 grants
AMERICAN JEWISH COMMITTEE
$758K
5 grants
ANTI-DEFAMATION LEAGUE
$750K
5 grants
HEBREW SENIOR LIFE
$650K
5 grants
JEWISH COMMUNITY CENTER OF GREATER BOSTON
$380K
5 grants
BIRTHRIGHT ISREAL FOUNDATION
$225K
4 grants
PEF ISRAEL ENDOWMENT FUNDS INC - IMPACT SE
$200K
3 grants

Grant Size Distribution

116 grants

<$10K
51
grants
$10–50K
31
grants
$50–250K
25
grants
$250K–1M
9
grants
$1–5M
$5M+

Geographic Focus

6 states

Massachusetts
$4.7M
68% of total
New York
$2.1M
31% of total
California
$43K
1% of total
District of Columbia
$40K
1% of total
New Jersey
$13K
0% of total
Pennsylvania
$3K
0% of total

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TRUST UWO HERMAN DANA — Grants, Financials & Contact | Grantivo