Hervey L. Smith TUA
EIN 046033808 Private FoundationTotal Given 2018–2024
$1.4M
36 grants · $207K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$35K
typical mid grants · $21K–$62K
grant size
67%
deep partner · 6/9 multi-year
repeat
$5.9M
Assets (2024)
9
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $232K | $4.5M | $410K | 6 |
| 2019 | N/A | $5.3M | $308K | N/A |
| 2020 | $247K | $5.9M | $398K | 6 |
| 2021 | $247K | $6.4M | $1.1M | 6 |
| 2022 | $284K | $4.9M | $-106K | 6 |
| 2023 | $186K | $5.5M | $159K | 6 |
| 2024 | $250K | $5.9M | $498K | 6 |
Grant Size Distribution
Based on 36 grants on record
Minimum
$16K
25th Pctl
$21K
Median
$35K
Average
$40K
75th Pctl
$62K
Maximum
$71K
Geographic Distribution
Officers & Directors
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America N a
3 yrs
Trustee
BA
Bank of America N a
3 yrs
Trustee
BA
Bank of America N a
3 yrs
Trustee
Grants Awarded (36 total)
| Purpose | ||||
|---|---|---|---|---|
| Massachusetts General Hospital | Boston, MA | $70,972 | UNRESTRICTED GENERAL | 2022 |
| Harvard College PRES & Fellows | Cambridge, MA | $70,972 | UNRESTRICTED GENERAL | 2022 |
| South Congregational Church | Springfield, MA | $70,972 | UNRESTRICTED GENERAL | 2022 |
| Massachusetts General Hospital | Boston, MA | $62,513 | UNRESTRICTED GENERAL | 2024 |
| Harvard College PRES & Fellows | Cambridge, MA | $62,513 | UNRESTRICTED GENERAL | 2024 |
| South Congregational Church | Springfield, MA | $62,513 | UNRESTRICTED GENERAL | 2024 |
| Massachusetts General Hospital | Boston, MA | $61,864 | UNRESTRICTED GENERAL | 2020 |
| Harvard College PRES & Fellows | Cambridge, MA | $61,864 | UNRESTRICTED GENERAL | 2020 |
| South Congregational Church | Springfield, MA | $61,864 | UNRESTRICTED GENERAL | 2020 |
| Massachusetts General Hospital | Boston, MA | $61,682 | UNRESTRICTED GENERAL | 2021 |
| Harvard College PRES & Fellows | Cambridge, MA | $61,682 | UNRESTRICTED GENERAL | 2021 |
| South Congregational Church | Springfield, MA | $61,682 | UNRESTRICTED GENERAL | 2021 |
| PRES and Fellows of Harvard College | Cambridge, MA | $57,928 | UNRESTRICTED GENERAL | 2018 |
| Massachusetts General Hospital | Boston, MA | $57,928 | UNRESTRICTED GENERAL | 2018 |
| South Congregational Church | Springfield, MA | $57,928 | UNRESTRICTED GENERAL | 2018 |
| Massachusetts General Hospital | Boston, MA | $46,622 | UNRESTRICTED GENERAL | 2023 |
| Harvard College PRES & Fellows | Cambridge, MA | $46,622 | UNRESTRICTED GENERAL | 2023 |
| South Congregational Church | Springfield, MA | $46,622 | UNRESTRICTED GENERAL | 2023 |
| Springfield Boys & Girls Club | Springfield, MA | $23,652 | UNRESTRICTED GENERAL | 2022 |
| Boys & Girls Club Family Center Inc | Springfield, MA | $23,652 | UNRESTRICTED GENERAL | 2022 |
| Massachusetts Medical Benevolent Society | Waltham, MA | $23,652 | UNRESTRICTED GENERAL | 2022 |
| Springfield Boys & Girls Club | Springfield, MA | $20,832 | UNRESTRICTED GENERAL | 2024 |
| Boys & Girls Club Family Center Inc | Springfield, MA | $20,832 | UNRESTRICTED GENERAL | 2024 |
| Massachusetts Medical Benevolent Society | Waltham, MA | $20,832 | UNRESTRICTED GENERAL | 2024 |
| Springfield Boys & Girls Club | Springfield, MA | $20,616 | UNRESTRICTED GENERAL | 2020 |
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