Private foundation (trust)EIN 046829607Est. 1999-03

MARION N ROAF TUA

DALLAS, TX 752653067

Total Assets

$3.8M

FY 2024

Annual Giving

$161K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$161K

FY 2024

Grant Range

$161K–$161K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$326K

Total Expenses

$211K

Qualifying Distributions

$178K

Distributable Amount

$180K

Min. Investment Return

$184K

Undistributed Income

$39K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $181K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

6 grants

ANNA JACQUES COMMUNITY HEALTH FOUNDATION
$461K
3 grants
ANNA JACQUES COMM HEALTH
$317K
2 grants
ANNA JAQUES COMM HLTH FDN
$153K
1 grant

Grant Size Distribution

6 grants

<$10K
$10–50K
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Massachusetts
$931K
100% of total

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MARION N ROAF TUA — Grants, Financials & Contact | Grantivo