Trustees Under The Will Of Herman Dana is located in Newton, MA. The organization was established in 1969. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Trustees Under The Will Of Herman Dana is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Trustees Under The Will Of Herman Dana generated $3.2m in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 1.4% each year. All expenses for the organization totaled $3.0m during the year ending 12/2020. While expenses have increased by 3.9% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Trustees Under The Will Of Herman Dana has awarded 144 individual grants totaling $8,755,327. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2020
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Myer R Dana Trustee & Property Manager | 40 | $149,655 | |
Alan Dana Trustee & Property Manager | 40 | $141,407 |
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $0 |
Interest on Savings | $147,396 |
Dividends & Interest | $151,974 |
Profit on Inventory Sales | $0 |
Other Income | $0 |
Total Revenue | $3,151,156 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $291,062 |
Pension plans, employee benefits | $23,804 |
Depreciation | $129,317 |
Occupancy | $20,480 |
Travel, conferences, and meetings | $0 |
Printing and publications | $0 |
Total operating and administrative expenses | $1,573,105 |
Contributions, gifts, grants paid | $1,412,954 |
Total expenses and disbursements | $2,986,059 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $112,670 |
Investments—mortgage loans | $0 |
Investments—other | $0 |
Other assets | $0 |
Mortgages and other notes payable | $0 |
Other liabilities | $0 |
Over the last fiscal year, Trustees Under The Will Of Herman Dana has awarded $1,412,954 in support to 21 organizations.
Grant Recipient | Amount |
---|---|
New York, NY PURPOSE: MEDICAL | $338,977 |
COMBINED JEWISH PHILANTHROPIES PURPOSE: CHARTIABLE | $313,977 |
ANTI-DEFAMATION LEAGUE PURPOSE: COMMUNITY | $175,000 |
Boston, MA PURPOSE: MEDICAL | $150,000 |
AMERICAN JEWISH COMMITTEE PURPOSE: COMMUNITY | $125,000 |
JEWISH COMMUNITY CENTER OF GREATER BOSTON PURPOSE: COMMUNITY | $70,000 |
Organization Name | Assets | Revenue |
---|---|---|
Natural Heritage Trust Albany, NY | $68,314,961 | $23,861,363 |
Hollow Metal Trust Fund New York, NY | $38,290,021 | $12,661,866 |
Halvorsen Family Foundation Greenwich, CT | $235,306,066 | $4,015,208 |
Lynch Foundation Boston, MA | $176,006,196 | $42,142,694 |
Foundation Berma New York, NY | $320,553,699 | $33,382,644 |
Bam Endowment Trust Brooklyn, NY | $106,959,115 | $5,566,840 |
John R Oishei Consolidated Tr 01091998 Buffalo, NY | $21,967,662 | $5,743,689 |
Goldstein Family Foundation Spring Valley, NY | $15,534,248 | $10,502,547 |
Sol Goldman Charitable Trust New York, NY | $0 | $3,639,060 |
Schwartz Fam Foundation Tr New York, NY | $15,701,646 | $4,641,500 |
Lyford Cay Foundation Inc Greenwich, CT | $29,953,842 | $2,393,799 |
Wings For Things Foundation Inc Sandy Hook, CT | $31,046,537 | $6,302,092 |