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Nonprofit · EIN 04-6209497

TRUSTEES UNDER THE WILL OF HERMAN DANA

Tax-exempt · NEWTON, MA 02459

Financials

$4.3M$2.9M2021$5.5M$3.6M2023$4.7M$3.3M2024$5.6M$3.8M2025
Revenue Expenses · by fiscal year end
Financials of TRUSTEES UNDER THE WILL OF HERMAN DANA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,588,664$3,818,258$1,770,406$20,671,242$0$20,671,242
December 31, 2024990-PF$4,687,566$3,288,555$1,399,011$18,900,836$0$18,900,836
December 31, 2023990-PF$5,454,612$3,642,784$1,811,828$17,501,825$0$17,501,825
December 31, 2021990-PF$4,326,787$2,883,169$1,443,618$13,945,917$0$13,945,917
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$337,588
Interest
$213,325
Net rental income
$1,791,086
Net gain from sales of assets
$1,824,119

Expenses

Grants and similar amounts paid
$1,673,180
Compensation of officers, directors and key employees
$200,000
Salaries, compensation and benefits (total)
$359,820
Disbursements for charitable purposes
$1,673,180
Excise tax on investment income
$45,565

Balance sheet and other

Total assets, start of year
$18,900,836
Total assets, end of year
$20,671,242
Total liabilities, end of year
$0
Net assets, end of year
$20,671,242
Fair market value of assets
$29,653,844
Qualifying distributions
$1,673,180
Net investment income
$5,378,054

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ALAN DANA
1340 CENTRE ST 101, NEWTON, MA 02459
TRUSTEE & PROPERTY MANAGER40$100,000
MYER DANA
1340 CENTRE ST 101, NEWTON, MA 02459
TRUSTEE & PROPERTY MANAGER40$100,000
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
ALAN DANA
1340 CENTRE ST 101, NEWTON, MA 02459
TRUSTEE & PROPERTY MANAGER40$100,000
MYER R DANA
1340 CENTRE ST 101, NEWTON, MA 02459
TRUSTEE & PROPERTY MANAGER40$100,000
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
MYER R DANA
1340 CENTRE ST 101, NEWTON, MA 02459
TRUSTEE & PROPERTY MANAGER40$100,000
ALAN DANA
1340 CENTRE ST 101, NEWTON, MA 02459
TRUSTEE & PROPERTY MANAGER40$100,000
990-PF for the year ended December 31, 2021: 2 people
NameTitleHours / weekCompensation
MYER R DANA
1340 CENTRE ST 101, NEWTON, MA 02459
TRUSTEE & PROPERTY MANAGER40$149,655
ALAN DANA
1340 CENTRE ST 101, NEWTON, MA 02459
TRUSTEE & PROPERTY MANAGER40$141,407

Address and contacts

Address (IRS master file)
1340 CENTRE ST STE 101, NEWTON, MA 02459-2453
Signed the 990-PF
ALAN DANA, TRUSTEE
Phone
(617) 928-1700
Return prepared by
FORVIS MAZARS LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6209497
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1969
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$20,671,242
Income (IRS master file)
$7,223,355

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,588,664$3,818,258$20,671,242XML
990-TDecember 2025–––IRS
990-PFDecember 2024$4,687,566$3,288,555$18,900,836XML
990-TDecember 2024–––IRS
990-PFDecember 2023$5,454,612$3,642,784$17,501,825XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021$4,326,787$2,883,169$13,945,917XML
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6209497).

Questions about TRUSTEES UNDER THE WILL OF HERMAN DANA

What is the EIN of TRUSTEES UNDER THE WILL OF HERMAN DANA?
The employer identification number (EIN) of TRUSTEES UNDER THE WILL OF HERMAN DANA is 04-6209497.
Is TRUSTEES UNDER THE WILL OF HERMAN DANA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to TRUSTEES UNDER THE WILL OF HERMAN DANA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TRUSTEES UNDER THE WILL OF HERMAN DANA file?
Form 990-PF. Private foundations file every year.
When is the next return of TRUSTEES UNDER THE WILL OF HERMAN DANA due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRUSTEES UNDER THE WILL OF HERMAN DANA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of TRUSTEES UNDER THE WILL OF HERMAN DANA?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $100,000 (ALAN DANA, TRUSTEE & PROPERTY MANAGER).
How much revenue does TRUSTEES UNDER THE WILL OF HERMAN DANA have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,588,664, expenses of $3,818,258 and total assets of $20,671,242 at year end.

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