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Trust U W Sophia Romero

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$88.9k (2024)

Expenses
$168k (2024)

Total Assets
$2.57M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$88,875
Expenses
$167,858
Net Income
-$78,983
Net Assets
$2,570,516
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $68,880
77.5%
Sales of Assets $13,495
15.2%
Other Income $6,500
7.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $140,156
83.5%
Compensation of Officers* $38,787
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,570,516
Total Liabilities $0
Net Assets $2,570,516
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $41,364 $0

Document Links

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$61,759
Expenses
$194,615
Net Income
-$256,374
Net Assets
$2,623,568
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $57,082
Sales of Assets -$118,841
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $156,073
80.2%
Compensation of Officers* $36,719
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,623,568
Total Liabilities $0
Net Assets $2,623,568
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $36,719 $0

Document Links

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$562,835
Expenses
$188,141
Net Income
$374,694
Net Assets
$2,880,751
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $58,381
10.4%
Sales of Assets $504,454
89.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,649
81.7%
Compensation of Officers* $43,022
22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,880,751
Total Liabilities $0
Net Assets $2,880,751
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $43,022 $0

Document Links

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$216,330
Expenses
$162,572
Net Income
$53,758
Net Assets
$2,787,884
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,901
21.7%
Sales of Assets $169,429
78.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $135,191
83.2%
Compensation of Officers* $38,387
23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,787,885
Total Liabilities $1
Net Assets $2,787,884
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $38,387 $0

Document Links

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$187,153
Expenses
$159,978
Net Income
$27,175
Net Assets
$2,407,203
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $61,403
32.8%
Sales of Assets $125,750
67.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $135,592
84.8%
Compensation of Officers* $35,916
22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,407,204
Total Liabilities $1
Net Assets $2,407,203
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $35,916 $0

Document Links

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$143,472
Expenses
$165,703
Net Income
-$22,231
Net Assets
$2,433,758
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $56,622
39.5%
Sales of Assets $86,850
60.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $134,657
81.3%
Compensation of Officers* $36,007
21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,433,758
Total Liabilities $0
Net Assets $2,433,758
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $36,007 $0

Document Links

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$221,569
Expenses
$160,051
Net Income
$61,518
Net Assets
$2,503,020
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $53,712
24.2%
Sales of Assets $167,857
75.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $132,609
82.9%
Compensation of Officers* $37,057
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,503,020
Total Liabilities $0
Net Assets $2,503,020
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $37,057 $0

Document Links

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,775
Expenses
$152,357
Net Income
$4,418
Net Assets
$2,446,633
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $54,919
35.0%
Sales of Assets $101,645
64.8%
Other Income $211
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $128,676
84.5%
Compensation of Officers* $34,491
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,446,633
Total Liabilities $0
Net Assets $2,446,633
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $34,491 $0

Document Links

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,585
Expenses
$156,545
Net Income
-$117,960
Net Assets
$2,410,684
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $63,476
> 100%
Sales of Assets -$24,891
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $132,447
84.6%
Compensation of Officers* $34,509
22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,410,684
Total Liabilities $0
Net Assets $2,410,684
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $34,509 $0

Document Links

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$122,499
Expenses
$162,633
Net Income
-$40,134
Net Assets
$2,539,475
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $58,377
47.7%
Sales of Assets $61,140
49.9%
Other Income $2,982
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $138,843
85.4%
Compensation of Officers* $36,995
22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,539,475
Total Liabilities $0
Net Assets $2,539,475
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $36,995 $0

Document Links

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$89,956
Expenses
$162,904
Net Income
-$72,948
Net Assets
$2,564,145
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $59,457
66.1%
Sales of Assets $30,920
34.4%
Other Income -$421
Notable Expenses Percent of Total Expenses
Charitable Disbursements $136,741
83.9%
Compensation of Officers* $36,574
22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,564,145
Total Liabilities $0
Net Assets $2,564,145

Document Links

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$232,242
Expenses
$132,532
Net Income
$99,710
Net Assets
$2,595,901
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $55,099
23.7%
Sales of Assets $177,096
76.3%
Other Income $47
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,260
79.4%
Compensation of Officers* $30,694
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,595,901
Total Liabilities $0
Net Assets $2,595,901

Document Links

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$289,353
Expenses
$106,441
Net Income
$182,912
Net Assets
$2,505,547
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $97,461
33.7%
Sales of Assets $191,892
66.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $88,286
82.9%
Compensation of Officers* $25,253
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,505,547
Total Liabilities $0
Net Assets $2,505,547

Document Links

Fiscal Year Ending April
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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