Hortense H Bergeron Tuw
Hortense H Bergeron Tuw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $739K in total assets. In 2025, it awarded 6 grants totaling $25K. Net investment income was $51K.
Hortense H Bergeron Tuw at a glance
In short: Hortense H Bergeron Tuw gave $25K across 6 grants in 2025 (avg $4K), top state Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,000
- -9.1% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $4,167
- -9.1% vs 2024
- Median grant
- $2,500
- Total assets
- $738,589
- +2.5% vs 2024
- Primary geography
- Massachusetts (30% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Hortense H Bergeron Tuw funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Chalice of Salvation ($8K). Together the top 6 received $25K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Hortense H Bergeron Tuw gives
- Giving fell 40% from 2022 to 2025. Method
- In 2025 it paid out 82% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $24K (2019) to $42K (2022). In 2025 it made 6 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Chalice of Salvation Springfield, MA | Unrestricted General | $7,500 |
| Catholic Foreign Mission Maryknoll, NY | Unrestricted General | $7,500 |
| Care Inc Atlanta, GA | Unrestricted General | $2,500 |
| Plan International USA Inc Warwick, RI | Unrestricted General | $2,500 |
| St Joseph's House for Boys Philadelphia, PA | Unrestricted General | $2,500 |
| American Printing House for the Blind Louisville, KY | Unrestricted General | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $738,589 | $59,388 | $41,683 | $25,000 | 6 | $31,922 | $50,922 | $38,788 |
| 2024 | $720,740 | $69,476 | $40,590 | $27,500 | 6 | $32,291 | $60,817 | $36,831 |
| 2023 | $692,402 | $21,538 | $48,002 | $35,000 | 6 | $39,369 | $11,174 | $33,842 |
| 2022 | $719,152 | $-6,968 | $57,162 | $42,000 | 6 | $47,030 | $5,961 | $35,304 |
| 2021 | $783,404 | $133,919 | $45,940 | $29,000 | 6 | $34,543 | $123,160 | $39,455 |
| 2020 | $694,684 | $83,565 | $42,900 | $30,000 | 6 | — | $74,490 | $33,810 |
| 2019 | $659,924 | $45,428 | $37,616 | $24,000 | 5 | — | $36,807 | $34,052 |
Under IRS private-foundation payout rules, Hortense H Bergeron Tuw reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Hortense H Bergeron Tuw's only listed officer is Bank Of America N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2019
1 hr/week
$10K (2019) → $11K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to Bank of America N a (Trustee,).
Frequently asked questions about Hortense H Bergeron Tuw
How much does Hortense H Bergeron Tuw give each year?
Hortense H Bergeron Tuw gave $25K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 6 grants.
What is Hortense H Bergeron Tuw's typical grant size?
Hortense H Bergeron Tuw's median grant in 2025 was $2,500, and its average grant was $4,167, across 6 grants on its 2025 IRS Form 990-PF.
Where does Hortense H Bergeron Tuw give grants?
Hortense H Bergeron Tuw's top state is Massachusetts, with 30% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (30%) and Georgia (10%).
Does Hortense H Bergeron Tuw give general operating support?
Yes: 100% of Hortense H Bergeron Tuw's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hortense H Bergeron Tuw's largest grantees?
Hortense H Bergeron Tuw's largest 2025 grantees include Chalice of Salvation ($7,500), Catholic Foreign Mission ($7,500) and Care Inc ($2,500), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Hortense H Bergeron Tuw?
Hortense H Bergeron Tuw reported $739K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Hortense H Bergeron Tuw's EIN?
Hortense H Bergeron Tuw's EIN (Employer Identification Number) is 04-6504534. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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