Trustees Under the Will of Herman Dana
Historical FunderNewton, Massachusetts · EIN 04-6209497 · Private foundation · Website
Grants paid (2025)$1.7M
Organizations funded21
Typical grant$25,000
Total assets$29.7M
Half of its grants to organizations were between $10,000 and $125,000.
From the return
How to apply
The foundation filed the following application information (Form 990-PF Part XV, tax year 2025):
| Contact | ALAN DANA TRUSTEE |
|---|---|
| Address | 1340 CENTRE ST, NEWTON MA 024592453 |
| Phone | 6179281700 |
| Form and materials | 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. |
| Deadlines | NONE |
| 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 |
Copied as filed. Deadlines on a tax return describe the foundation's usual process; they are not confirmation of a current open cycle.
What it funds
Share of grant lines on the latest return, classified from the purpose each grant states.
Where it gives
38% of grants went outside Massachusetts.
Grants paid in tax year 2025
| Recipient | Location | Purpose | Amount |
|---|---|---|---|
| Combined Jewish Philanthropies | Boston, MA | Chartiable | $373,090 |
| Hadassah Medical Relief Association Inc | New York, NY | Medical | $373,090 |
| American Jewish Committee | Boston, MA | Community | $175,000 |
| Anti-Defamation League | Boston, MA | Community | $150,000 |
| Hebrew Senior Life | Boston, MA | Medical | $150,000 |
| Jewish Community Center of Greater Boston | Newton, MA | Community | $125,000 |
| Birthright Isreal Foundation | New York, NY | Educational | $75,000 |
| Pef Israel Endowment Funds Inc - Impact Se | New York, NY | Educational | $75,000 |
| Boston Center for Jewish Heritage | Boston, MA | Educational | $35,000 |
| Jewish Big Brothers Big Sisters of Greater Boston | Newton, MA | Medical | $25,000 |
| Jewish Family & Children Services | Waltham, MA | Educational | $25,000 |
| Yad Chessed | Brookline, MA | Community | $20,000 |
| Facing History and Ourselves National Foundation | Brookline, MA | Charitable | $10,000 |
| Friends of Ir David | New York, NY | Educational | $10,000 |
| Friends of Leket Israel | Teaneck, NJ | Community | $10,000 |
| Friends of Neve Shalom | Glendale, CA | Community | $10,000 |
| Jewish Community Relations Council of Boston | Boston, MA | Community | $10,000 |
| Wyner Family Jewish Heritage Center | Boston, MA | Community | $10,000 |
| Friends of the Idf | New York, NY | Community | $5,000 |
| Northeastern Hillel | Boston, MA | Educational | $5,000 |
| Chai Lifeline | New York, NY | Community | $2,000 |
Giving by year
| Tax year | Grants paid | Grant lines |
|---|---|---|
| 2025 | $1,673,180 | 21 |
| 2024 | $1,440,766 | 24 |
| 2023 | $1,391,850 | 23 |
| 2021 | $1,245,493 | 23 |
Sources
- IRS Form 990-PF, tax year 2025, filed Aug 25, 2026 - IRS e-file batch, object ID 202622379349101402
- IRS Tax Exempt Organization Search for EIN 04-6209497
- Profile updated Nov 5, 2026
Facts on this page come from the foundation's own IRS Form 990-PF filings as published by the IRS. Grantvello does not know whether a foundation is accepting proposals right now: a past grant is not an open opportunity. Always confirm current guidelines with the funder before applying.