Tua Roaf Memorial Fund
Tua Roaf Memorial Fund is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $2.8M in total assets. In 2026, it awarded 1 grant totaling $311K. Net investment income was $369K.
Key facts about Tua Roaf Memorial Fund
In short: Tua Roaf Memorial Fund gave $311K across 1 grant in 2026 (avg $311K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.
- EIN
- 04-3298628
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $310,582
- Grants made (2026)
- 1
- Average grant
- $310,582
- Median grant
- $310,582
- Total assets
- $2,766,515
- Primary geography
- Massachusetts (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$2.8M
+4.1% YoY
Annual Giving
$311K
-1.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$311K
-1.2% YoY
Under IRS private-foundation payout rules, Tua Roaf Memorial Fund reported a distributable amount of $149K for 2026 — the minimum it must pay out in qualifying distributions.
How Tua Roaf Memorial Fund gives
- Giving grew 86% from 2023 to 2026. Method
- In 2026 it paid out 217% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $131K (2024) to $314K (2025). In 2026 it made 1 grant totaling $311K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Hope Community Church ($311K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hope Community Church Newburyport, MA | Unrestricted General | $310,582 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $2,766,515 | $2,657,405 | $2,737,439 |
| Revenue | $391,226 | $271,397 | $95,115 |
| Expenses | $349,507 | $359,227 | $190,545 |
| Qualifying Distributions | $322,560 | $335,275 | $169,979 |
| Net Investment Income | $369,167 | $246,171 | $66,665 |
| Distributable Amount | $148,724 | $153,574 | $145,361 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 9, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Tua Roaf Memorial Fund's only listed officer is Bank Of America N A, Co-Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Bank Of America N A
Co-Trustee
On filings since 2021
1 hr/week
$27K (2021) → $29K (2026)
Data from IRS Form 990 filings, 2021–2026. "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 $29K, to Bank of America N a (Co-Trustee).
Frequently asked questions about Tua Roaf Memorial Fund
How much does Tua Roaf Memorial Fund give each year?
Tua Roaf Memorial Fund gave $311K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $314K across 1 grant.
How large is Tua Roaf Memorial Fund?
Tua Roaf Memorial Fund reported $2.8M in total assets on its 2026 IRS Form 990-PF. It paid out $323K in qualifying distributions that year, against a required minimum of $149K (roughly 5% of its investment assets).
Where does Tua Roaf Memorial Fund operate?
Tua Roaf Memorial Fund has awarded grants in Massachusetts.
What is Tua Roaf Memorial Fund's EIN?
Tua Roaf Memorial Fund's EIN (Employer Identification Number) is 04-3298628. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Tua Roaf Memorial Fund by hand.
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