Sophia F Romero Tuw
Sophia F Romero Tuw is a private foundation based in Dallas, Texas. Its stated purpose is to support and promote quality human services and health care programming for underserved elders living in Bristol County, Massachusetts.
Sophia F Romero Tuw at a glance
In short: Sophia F Romero Tuw gave $130K across 12 grants in 2026 (avg $11K), mostly in Massachusetts. 50% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $130,000
- +4.0% vs 2025
- Grants made (2026)
- 12
- +71.4% vs 2025
- Average grant
- $10,833
- -39.3% vs 2025
- Median grant
- $10,000
- Total assets
- $3,013,956
- +12.8% vs 2025
- New grantees (estimate)
- 50% first-time grantees (6 of 12, 2026; small sample)
- Primary geography
- Massachusetts (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Sophia F Romero Tuw
- Contact
Application contact: Bank Of America N A
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Sophia F Romero Tuw
Who Sophia F Romero Tuw funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Family Service Assn Greater Fall River ($20K). Together the top 10 received $120K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 48 grants of 48 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s stated focus is underserved elders living in Bristol County, Massachusetts. All 2026 grant dollars went to recipients in Massachusetts, including organizations in Fall River, New Bedford, Attleboro, Dighton, and other communities.
Grant Distribution by State
Share of 2026 grant dollars across all 12 itemized grants.
States
Cities
Is Sophia F Romero Tuw open to new grantees?
50%
first-time grantees, 2026
In 2026, 6 of 12 grantees (50%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $10K; repeat grants $12K. How we count
Medians: $10K first-time, $10K repeat.
- 42% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (−2%). Method
- In 2026 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $111K (2021) to $133K (2023). In 2026 it made 12 grants totaling $130K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Family Service Assn Greater Fall River Fall River, MA | Unrestricted General | $20,000 |
| Community Nurse Home Care Fairhaven, MA | Unrestricted General | $15,000 |
| Town of Dighton Council on Aging Dighton, MA | Unrestricted General | $15,000 |
| Se Massachusetts Veterans Housing New Bedford, MA | Unrestricted General | $15,000 |
| Veterans Association of Bristol County Fall River, MA | Unrestricted General | $10,000 |
| Ellie Fund Needham, MA | Unrestricted General | $10,000 |
| Hope Health Visiting Nurse Agency Attleboro, MA | Unrestricted General | $10,000 |
| Volunteering for Seniors South Easton, MA | Unrestricted General | $10,000 |
| My Brothers Keeper Inc North Easton, MA | Unrestricted General | $8,000 |
| YWCA of Southeastern Massachusetts New Bedford, MA | Unrestricted General | $7,000 |
Ready to take the next step with Sophia F Romero Tuw?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $3,013,956 | $438,823 | $200,555 | $130,000 | 12 | $156,669 | $403,962 | $168,820 |
| 2025 | $2,671,292 | $296,909 | $183,103 | $125,000 | 7 | $151,481 | $263,542 | $156,274 |
| 2024 | $2,570,516 | $88,875 | $167,858 | $116,000 | 10 | $140,156 | $53,582 | $144,956 |
| 2023 | $2,623,568 | $-61,759 | $194,615 | $133,000 | 9 | $156,073 | $30,799 | $138,788 |
| 2022 | $2,880,751 | $562,835 | $188,141 | $126,500 | 10 | $153,649 | $529,139 | $161,285 |
| 2021 | $2,787,885 | $216,330 | $162,572 | $111,000 | 7 | — | $189,498 | $149,597 |
| 2020 | $2,407,204 | $187,153 | $159,978 | $113,000 | 7 | — | $170,076 | $134,188 |
Under IRS private-foundation payout rules, Sophia F Romero Tuw reported a distributable amount of $169K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust’s stated mission is to support quality human services and health care programming for underserved elders in Bristol County. Its grant program description identifies improved access to primary care and health education, along with programs meeting basic human needs, as areas it funds. It encourages organizations serving older women to apply.
The 2026 grantees illustrate a range of supported services. Ellie Fund describes its mission as providing support services for breast cancer patients. My Brother’s Keeper says it provides furniture, household items, related services, and food to people and families in need in southeastern Massachusetts. YWCA of Southeastern Massachusetts describes its mission as empowering women, girls, and their families and eliminating racism through adult, youth, health, and residential services.
Grantmaking
In filing year 2026, the foundation gave $130,000 through 12 grants. Grants ranged from $5,000 to $20,000, with a median of $10,000. The listed grants were reported for unrestricted general purposes.
Recipients included Family Service Association of Greater Fall River ($20,000); Community Nurse Home Care, Town of Dighton Council on Aging, and Southeastern Massachusetts Veterans Housing ($15,000 each); Veterans Association of Bristol County, Ellie Fund, Hope Health Visiting Nurse Agency, and Volunteering for Seniors ($10,000 each); My Brother’s Keeper ($8,000); YWCA of Southeastern Massachusetts ($7,000); and YMCA Southcoast and Catholic Charities Fall River Diocese ($5,000 each).
The 2025 filing states that the foundation does not restrict giving to preselected organizations. Applications are submitted online, and the filing names Bank of America N.A. as the contact. The stated award restriction is support for quality human services and care programming for underserved elders living in Bristol County, Massachusetts. The filing lists a September 1 deadline; that cycle has passed.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Bank of America as trustee.
Sophia F Romero Tuw's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$36K (2020) → $49K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $49K, to Bank of America (Trustee).
Frequently asked questions about Sophia F Romero Tuw
How much does Sophia F Romero Tuw give each year?
Sophia F Romero Tuw gave $130K across 12 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $125K across 7 grants.
What is Sophia F Romero Tuw's typical grant size?
Sophia F Romero Tuw's median grant in 2026 was $10,000, and its average grant was $10,833, across 12 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Sophia F Romero Tuw that year got $10K on average.
Where does Sophia F Romero Tuw give grants?
Sophia F Romero Tuw gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fall River, MA (3 grants) and New Bedford, MA (3 grants).
Does Sophia F Romero Tuw give general operating support?
Yes: 100% of Sophia F Romero Tuw's 2026 grants with a stated purpose (12 of 12) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Sophia F Romero Tuw's largest grantees?
Sophia F Romero Tuw's largest 2026 grantees include Family Service Assn Greater Fall River ($20,000), Community Nurse Home Care ($15,000) and Town of Dighton Council on Aging ($15,000), according to its 2026 IRS Form 990-PF. Together they received 38% of its itemized 2026 grant dollars.
How large is Sophia F Romero Tuw?
Sophia F Romero Tuw reported $3.0M in total assets on its 2026 IRS Form 990-PF. It paid out $157K in qualifying distributions that year, against a required minimum of $169K (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 does Sophia F Romero Tuw fund?
The trust’s stated mission is to support quality human services and health care programming for underserved elders in Bristol County. Its grant program description identifies improved access to primary care and health education, along with programs meeting basic human needs, as areas it funds. See mission & focus areas ↑
How do I apply for a grant from Sophia F Romero Tuw?
Sophia F Romero Tuw has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Sophia F Romero Tuw's EIN?
Sophia F Romero Tuw's EIN (Employer Identification Number) is 04-6029538. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 26, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Sophia F Romero Tuw funder profile. GrantGraph. Retrieved October 26, 2026, from https://grantable.co/funders/sophia-f-romero-tuw-morg_08046b167703499699fa5ddf497ca882
BibTeX
@misc{grantable_046029538_2026,
author = {{Grantable}},
title = {{Sophia F Romero Tuw funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/sophia-f-romero-tuw-morg_08046b167703499699fa5ddf497ca882},
note = {Accessed 2026-10-26. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Sophia F Romero Tuw's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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