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Massachusetts · Private foundation

Robert and Dana Smith Charitable Foundation C/O Castanea Partners

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.3M
Granted FY2025(still arriving)
6
Grants FY2025
7
Organizations funded FY2024
43%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$250,000
Largest grant, FY2025
$454,158
Organizations funded a year
4 to 7
FY2020 to FY2024
States reached, FY2025
2
Total assets, FY2025
$1.8M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 43% of the organizations Robert and Dana Smith Charitable Foundation C/O Castanea Partners funded were first-time grantees, receiving 16% of its grant dollars.

New vs renewed · share of each year

In FY2024, 84% of grant dollars renewed an existing relationship; $108k went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24
Science & TechHealthEducationRecreation & SportsEnvironmentArts & CultureOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving6$1.3M33%
FY20247$658k43%
FY20235$805k40%
FY20224$825k25%
FY20216$816k17%
FY20207$1.1Mn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Health$3.0MYouth Development$1.5MEducation$1.1MScience & Tech$250kArts & Culture$200kPhilanthropy$140kRecreation & Sports$55kEmployment$50kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 15 grantees
All grantees of Robert and Dana Smith Charitable Foundation C/O Castanea Partners by total granted
GranteeTotal grantedYearsShare of their budget
Pan-Massachusetts Challenge Inc$1,600,00060%
Boys & Girls Clubs of Boston Inc$1,511,65861%
Children's Hospital Corporation$1,212,50060%
Noble and Greenough School$300,00020%
Woods Hole Oceanographic Institution$250,00030%
Facing History & Ourselves Inc$200,00020%
Boston Medical Center Corporation$100,00010%
Dana-Farber Cancer Institute Inc$100,00010%
Re-Imagining Migration Inc$50,00015%
Year Up Inc$50,00010%
The Baseball Inc$50,00012%
Greater Boston Food Bank Inc$50,00010%
Buzzards Bay Coalition$25,96410%
Louis D Brown Peace Institute Corp$10,00010%
Zumix Inc$7,80010%

What it could do for these grantees

Plus 1 recipient with no EIN on record ($5k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Robert and Dana Smith Charitable Foundation C/O Castanea Partners supplied at peak.

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetPan-Massachusetts Challenge Inc: $1,600,000 over 6y, 0.4% of budgetBoys & Girls Clubs of Boston Inc: $1,511,658 over 6y, 1.4% of budgetChildren's Hospital Corporation: $1,212,500 over 6y, 0.0% of budgetNoble and Greenough School: $300,000 over 2y, 0.3% of budgetWoods Hole Oceanographic Institution: $250,000 over 3y, 0.0% of budgetFacing History & Ourselves Inc: $200,000 over 2y, 0.4% of budgetBoston Medical Center Corporation: $100,000 over 1y, 0.0% of budgetDana-Farber Cancer Institute Inc: $100,000 over 1y, 0.0% of budgetRe-Imagining Migration Inc: $50,000 over 1y, 4.6% of budgetYear Up Inc: $50,000 over 1y, 0.0% of budgetThe Baseball Inc: $50,000 over 1y, 1.6% of budgetGreater Boston Food Bank Inc: $50,000 over 1y, 0.0% of budgetBuzzards Bay Coalition: $25,964 over 1y, 0.2% of budgetLouis D Brown Peace Institute Corp: $10,000 over 1y, 0.5% of budgetZumix Inc: $7,800 over 1y, 0.3% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 15.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a set of overlaps that mostly run through this funder rather than between each other.

Fidelity Investments Charitable Gift FundMA6× affinity4 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Robert and Dana Smith Charitable Foundation C/O Castanea Partners with peer funders

About Robert and Dana Smith Charitable Foundation C/O Castanea Partners

How much does Robert and Dana Smith Charitable Foundation C/O Castanea Partners give?
Robert and Dana Smith Charitable Foundation C/O Castanea Partners reported 6 grants totaling $1,309,158 in its FY2025 IRS filing. It funded between 4 and 7 organizations a year over FY2020 to FY2024.
What does Robert and Dana Smith Charitable Foundation C/O Castanea Partners fund?
By grant dollars over FY2020 to FY2025, its largest causes are Health (47%), Youth Development (24%), Education (17%).
Who are Robert and Dana Smith Charitable Foundation C/O Castanea Partners's largest grantees?
By total granted over FY2020 to FY2025: Pan-Massachusetts Challenge Inc ($1.6M), Boys & Girls Clubs of Boston Inc ($1.5M), Children's Hospital Corporation ($1.2M).
Does Robert and Dana Smith Charitable Foundation C/O Castanea Partners fund new organizations?
In FY2024, 43% of the organizations it funded were first-time grantees.
Does Robert and Dana Smith Charitable Foundation C/O Castanea Partners accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Robert and Dana Smith Charitable Foundation C/O Castanea Partners?
Its strongest co-funders, measured against what their size predicts, include Fidelity Investments Charitable Gift Fund.
Where is Robert and Dana Smith Charitable Foundation C/O Castanea Partners based?
Robert and Dana Smith Charitable Foundation C/O Castanea Partners is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 19 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Robert and Dana Smith Charitable Foundation C/O Castanea Partners’ filings →

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