Trust UWO Herman DANA
EIN 046209497 Private FoundationTotal Given 2016–2024
$11.5M
200 grants · $1.3M avg/year
based on 9 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$25K
typical mid grants · $5K–$75K
grant size
68%
deep partner · 34/50 multi-year
repeat
$25.5M
Assets (2024)
50
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
MYER DANA TRUSTEE
Phone
(617) 928-1700
Deadlines
NONE
How to Apply
LETTER DESCRIBING THE APPLICANT, INCLUDING THE YEAR THE ORGANIZATION OR INSTITUTION WAS ESTABLISHED, A NARRATIVE DESCRIPTION OF THE ACTIVITIES PRESENTLY CARRIED ON, AND THE CLASS OF INDIVIDUALS BENEFITED. IN ADDITION, A FULL DESCRIPTION OF THE GRANT PROPOSED SHOULD BE INCLUDED THAT DETAILS THE PROPOSED USE OF FUNDS, THE PROJECTED COSTS ASSOCIATED WITH THE ADMINI- STRATION OF THE GRANT, AND WHETHER A GRANT FROM THIS TRUST WOULD BE THE SOLE SOURCE OF FUNDS FOR THE PROPOSAL OR PART OF A LARGER SOURCE OF FUNDS. A COPY OF THE IRS LETTER GRANTING TAX-EXEMPT STATUS TO THE APPLICANT SHOULD ALSO BE SUBMITTED.
Restrictions
GRANTS ARE LIMITED TO ANY OF THE FOLLOWING: 1) A CONSTITUENT PARTICIPATING ORGANIZATION OF THE COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. ("CJP") WITH THE GRANT TO BE USED FOR CAPITAL PURPOSES OR URGENT CURRENT NEEDS; 2) A DOMESTIC ORGANIZATION DOING OVERSEAS WORK REGULARLY RECEIVING AID FROM CJP WITH THE GRANT TO BE USED FOR A) CAPITAL PURPOSES IF SUCH ORGANI- ZATION IS ENGAGED IN A BUILDING ENTERPRISE, OR B) URGENT CURRENT NEEDS; 3) A JEWISH CHARITABLE INSTITUTION OR ORGANIZATION, WITH NO LIMITATION ON USE OF THE GRANT; 4) ANY JEWISH EDUCATIONAL INSTITUTION (I.E. AN INSTITUTION DEVOTED PRIMARILY TO JEWISH EDUCATION) WITH THE GRANT TO BE USED FOR ESTABLISHING AND ENDOWING IN PERPETUITY A HERMAN DANA CHAIR FOR ANY PURPOSE; 5) ANY INSTITUTION OR ORGANIZATION, WITH THE GRANT TO BE USED FOR THE COST OF PSYCHIATRIC COUNSELING AND CARE OF UNDERGRADUATE HARVARD STUDENTS; PROVIDED THAT ANY SUCH INSTITUTIONS OR ORGANIZATIONS APPLYING UNDER (1) THROUGH (5) MUST BE EXEMPT FROM FEDERA
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $2.4M | $26.4M | $3.0M | 54 |
| 2017 | $2.1M | $27.8M | $3.2M | 28 |
| 2018 | $1.4M | $10.4M | $3.3M | 25 |
| 2019 | N/A | $14.9M | $6.3M | N/A |
| 2020 | $1.4M | $16.9M | $3.2M | 21 |
| 2022 | $1.4M | $18.2M | $5.0M | 25 |
| 2023 | $1.4M | $22.3M | $5.5M | 23 |
| 2024 | $1.4M | $25.5M | $4.7M | 24 |
Grant Size Distribution
Based on 200 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$25K
Average
$57K
75th Pctl
$75K
Maximum
$948K
Geographic Distribution
Officers & Directors
Grants Awarded (200 total)
| Purpose | ||||
|---|---|---|---|---|
| Hadassah Medical Relief Association Inc | New York, NY | $948,000 | MEDICAL | 2017 |
| Hadassah Medical Relief Association Inc | New York, NY | $338,977 | MEDICAL | 2020 |
| Hadassah Medical Relief Association Inc | New York, NY | $336,000 | medical | 2016 |
| Hadassah Medical Relief Association Inc | New York, NY | $316,643 | MEDICAL | 2018 |
| Combined Jewish Philanthropies | Boston, MA | $313,977 | CHARTIABLE | 2020 |
| Combined Jewish Philanthropies | Boston, MA | $299,300 | CHARTIABLE | 2023 |
| Hadassah Medical Relief Association Inc | New York, NY | $299,300 | MEDICAL | 2023 |
| Combined Jewish Philanthropies | Boston, MA | $297,698 | CHARTIABLE | 2022 |
| Hadassah Medical Relief Association Inc | New York, NY | $297,698 | MEDICAL | 2022 |
| COMbined Jewish Philanthropies | Boston, MA | $291,869 | CHARTIABLE | 2016 |
| Combined Jewish Philanthropies | Boston, MA | $261,883 | CHARTIABLE | 2024 |
| Hadassah Medical Relief Association Inc | New York, NY | $261,883 | MEDICAL | 2024 |
| Combined Jewish Philanthropies | Boston, MA | $216,643 | CHARITABLE | 2018 |
| Anti-Defamation League | Boston, MA | $175,000 | COMMUNITY | 2020 |
| American Jewish Committee | Boston, MA | $175,000 | COMMUNITY | 2024 |
| Hebrew Senior Life | Boston, MA | $150,000 | MEDICAL | 2020 |
| American Jewish Committee | Boston, MA | $150,000 | COMMUNITY | 2022 |
| Anti-Defamation League | Boston, MA | $150,000 | COMMUNITY | 2022 |
| American Jewish Committee | Boston, MA | $150,000 | COMMUNITY | 2023 |
| Hebrew Senior Life | Boston, MA | $150,000 | MEDICAL | 2023 |
| Anti-Defamation League | Boston, MA | $150,000 | COMMUNITY | 2024 |
| Hebrew Senior Life | Boston, MA | $150,000 | MEDICAL | 2024 |
| Combined Jewish Philanthropies | Boston, MA | $135,980 | CHARITABLE | 2017 |
| Anti-Defamation League | Boston, MA | $135,000 | COMMUNITY | 2018 |
| The Israel Project | Washington, DC | $130,000 | MEDICAL | 2018 |
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