//
Marion N Roaf Trust Ua 13802400 is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1999. The principal officer is % Fleet National Bank. It holds total assets of $3.2M. Annual income is reported at $745K. The foundation operates in the area of philanthropy & grantmaking. According to available records, Marion N Roaf Trust Ua 13802400 has made 3 grants totaling $498K, with a median grant of $159K. The foundation has distributed between $158K and $181K annually from 2020 to 2022. Individual grants have ranged from $158K to $181K, with an average award of $166K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
Marion N Roaf Trust Ua 13802400 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in MA.
Marion N Roaf Trust Ua 13802400 has distributed a total of $498K across 3 grants. The median grant size is $159K, with an average of $166K. Individual grants have ranged from $158K to $181K.
Marion N Roaf Trust Ua 13802400 typically selects its grantees rather than accepting unsolicited proposals.
Marion N Roaf Trust Ua 13802400 is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America N A | TRUSTEE, | $37K | $0 | $37K |
Total Giving
$162K
Total Assets
$3.1M
Fair Market Value
$3.5M
Net Worth
$3.1M
Grants Paid
$119K
Contributions
$0
Net Investment Income
$66K
Distribution Amount
$164K
Total Grants
3
Total Giving
$498K
Average Grant
$166K
Median Grant
$159K
Unique Recipients
2
Most Common Grant
$159K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Anna Jacques Community Health FoundationUNRESTRICTED GENERAL | Newburyport, MA | $181K | 2022 |
| Anna Jacques Comm HealthGENERAL CHARITABLE PURPOSES | Newburyport, MA | $158K | 2021 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
HOUSTON, TX
© 2026 Granted AI