Private Foundation

ROBERT AND DANA SMITH CHARITABLE FOUNDATION C/O CASTANEA PARTNERS

ROBERT AND DANA SMITH CHARITABLE FOUNDATION C/O CASTANEA PARTNERS is a private foundation categorized as Private Foundation based in NEWTON, MA. Its most recent IRS filing (2025) reports revenue of $814K, expenses of $1.3M, total assets of $1.8M. Imperigo tracks 41 reported grants from this foundation totaling approximately $6.4M.

EIN: 223850789 NEWTON, MA Latest filing: 2025

Total Revenue$814K

Total Expenses$1.3M

Total Assets$1.8M

Grants Given41

Grant Total$6.4M

Filing Years2021–2025

Sample Grants Given

BOYS AND GIRLS CLUBS OF BOSTON

BOSTON, MA · 2024

GENERAL WELFARE

$454,158

PAN MASSACHUSETTS CHALLENGE

NEEDHAM, MA · 2024

GENERAL WELFARE

$350,000

BOSTON CHILDRENS HOSPITAL

BOSTON, MA · 2024

MEDICAL

$250,000

WOODS HOLE OCEANOGRAPHIC INSTITUTION

MASSACHUSETTS, MA · 2024

EDUCATIONAL

$150,000

BOSTON MEDICAL CENTER CORPORATION

BOSTON, MA · 2024

MEDICAL

$100,000

Showing up to 5 of 41 total records — full history available with membership.

Officers & Directors

TRUSTEE Dana Weiss Smith

TRUSTEE Robert A Smith

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL WELFARE

$3,630,422 23 grants

MEDICAL

$1,412,500 8 grants

EDUCATIONAL

$995,000 7 grants

EDUCATION

$350,000 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$814K	$1.3M	$1.8M
2024	$496K	$697K	$2.3M
2023	$738K	$936K	$2.6M
2022	$1.9M	$1.4M	$2.7M
2021	$301K	$948K	$3.3M

Between 2021 and 2025, reported annual revenue grew from $301K to $814K (+170%), with total assets most recently reported at $1.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, MA, MT.

DCMAMT

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for ROBERT AND DANA SMITH CHARITABLE FOUNDATION C/O CASTANEA PARTNERS

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports