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 Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$814K
Total Expenses$1.3M
Total Assets$1.8M
Grants Given41
Grant Total$6.4M
Filing Years2021–2025

Before you apply to Robert and Dana Smith Charitable Foundation C/O Castanea Partners

Preselected only Doesn't accept unsolicited requests for funds, per its 2025 Form 990-PF.

Sometimes funds new orgs 35% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

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

Human & Social Services
$3,630,422 23 grants
Health & Medicine
$1,412,500 8 grants
Education
$1,345,000 10 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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