Tua Roaf Memorial Fund

Private foundation · Grantmaker Dallas, TX EIN: 04-3298628

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.

Tua Roaf Memorial Fund at a glance

In short: Tua Roaf Memorial Fund gave $311K across 1 grant in 2026 (avg $311K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$310,582
-1.2% vs 2025
Grants made (2026)
1
+0.0% vs 2025
Average grant
$310,582
-1.2% vs 2025
Median grant
$310,582
Total assets
$2,766,515
+4.1% vs 2025
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 September 2026.

Who Tua Roaf Memorial Fund funds

How this funder distributes its grants

Top Recipients

Top recipient in 2026

Hope Community Church: $311KHope Community Church$311K

The largest 2026 recipient was Hope Community Church ($311K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K3$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 3 grants of 5 (60%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2026 grant dollars on its one itemized grant.

Cities

Newburyport

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2021 to 2026, annual grant giving ranged from $131K (2024) to $314K (2025). In 2026 it made 1 grant totaling $311K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Hope Community Church Newburyport, MAUnrestricted General$310,582
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$2,766,515$391,226$349,507$310,5821$322,560$369,167$148,724
2025$2,657,405$271,397$359,227$314,4351$335,275$246,171$153,574
2024$2,737,439$95,115$190,545$130,6491$169,979$66,665$145,361
2023$2,816,860$-87,166$212,162$167,0601$178,105$37,079$141,285
2022$3,111,710$590,640$203,674$167,2661$179,924$564,503$165,070
2021$3,001,328$155,119$185,213$150,2151—$134,849$149,712

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.

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

Bank of America N a — Co-Trustee: $29KBank of America N aCo-Trustee$29K

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.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS June 9, 2026)
  2. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Tua Roaf Memorial Fund'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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