Hortense H Bergeron Tuw

DALLAS, TX EIN: 04-6504534

Hortense H Bergeron Tuw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $721K in total assets. In 2024, it awarded 6 grants totaling $28K. Net investment income was $61K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$721K

+4.1% YoY

Annual Giving

$28K

-21.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

-21.4% YoY

Under IRS private-foundation payout rules, Hortense H Bergeron Tuw reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.

About Hortense H Bergeron Tuw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $49K (30%)

New York $49K (30%)

Georgia $16K (10%)

Kentucky $16K (10%)

Pennsylvania $16K (10%)

Rhode Island $16K (10%)

States

Georgia Kentucky Massachusetts New York Pennsylvania Rhode Island

Cities

AtlantaLouisvilleMaryknollPhiladelphiaSpringfieldWarwick

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$720,740	$692,402	$719,152
Revenue	$69,476	$21,538	$-6,968
Expenses	$40,590	$48,002	$57,162
Qualifying Distributions	$32,291	$39,369	$47,030
Net Investment Income	$60,817	$11,174	$5,961
Distributable Amount	$36,831	$33,842	$35,304

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Chalice of Salvation ($8,250), Catholic Foreign Mission ($8,250), Care Inc ($2,750).

Recipient	Purpose	Amount
CHALICE OF SALVATION SPRINGFIELD, MA	UNRESTRICTED GENERAL	$8,250
CARE INC ATLANTA, GA	UNRESTRICTED GENERAL	$2,750
CATHOLIC FOREIGN MISSION MARYKNOLL, NY	UNRESTRICTED GENERAL	$8,250
PLAN INTERNATIONAL USA INC WARWICK, RI	UNRESTRICTED GENERAL	$2,750
ST JOSEPH'S HOUSE FOR BOYS PHILADELPHIA, PA	UNRESTRICTED GENERAL	$2,750
AMERICAN PRINTING HOUSE FOR THE BLIND LOUISVILLE, KY	UNRESTRICTED GENERAL	$2,750

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE,	1	$10,640

Frequently Asked Questions

How large is Hortense H Bergeron Tuw?

As of 2024, Hortense H Bergeron Tuw holds $721K in total assets with $69K in annual revenue. It awarded 6 grants totaling $28K in 2024.

Where does Hortense H Bergeron Tuw operate?

Hortense H Bergeron Tuw has awarded grants in Georgia, Kentucky, Massachusetts, New York, Pennsylvania, Rhode Island.

What size grants does Hortense H Bergeron Tuw award?

In 2024, Hortense H Bergeron Tuw awarded 6 grants totaling $28K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Hortense H Bergeron Tuw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hortense H Bergeron Tuw reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.