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Marion N Roaf Tr Ua 13802400

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$103k (2023)

Expenses
$162k (2023)

Total Assets
$3.05M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$102,837
Expenses
$161,927
Net Income
-$59,090
Net Assets
$3,051,352
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $80,552
78.3%
Sales of Assets $13,908
13.5%
Other Income $8,377
8.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $134,142
82.8%
Compensation of Officers* $37,492
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 $3,051,352
Total Liabilities $0
Net Assets $3,051,352
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $37,492 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$67,313
Expenses
$241,868
Net Income
-$309,181
Net Assets
$3,111,577
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $63,592
Sales of Assets -$130,905
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $197,652
81.7%
Compensation of Officers* $39,508
16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,111,577
Total Liabilities $0
Net Assets $3,111,577
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $39,508 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$707,661
Expenses
$210,879
Net Income
$496,782
Net Assets
$3,420,330
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $68,721
9.7%
Sales of Assets $638,940
90.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $176,152
83.5%
Compensation of Officers* $43,009
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,420,330
Total Liabilities $0
Net Assets $3,420,330
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $43,009 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$260,037
Expenses
$203,732
Net Income
$56,305
Net Assets
$2,919,943
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $55,933
21.5%
Sales of Assets $204,104
78.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $173,740
85.3%
Compensation of Officers* $36,253
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,919,944
Total Liabilities $1
Net Assets $2,919,943
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $36,253 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$190,702
Expenses
$167,994
Net Income
$22,708
Net Assets
$2,863,795
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $74,342
39.0%
Sales of Assets $116,360
61.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $142,055
84.6%
Compensation of Officers* $35,783
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,863,796
Total Liabilities $1
Net Assets $2,863,795
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $35,783 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$263,290
Expenses
$199,946
Net Income
$63,344
Net Assets
$2,860,077
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $63,170
24.0%
Sales of Assets $200,120
76.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,421
84.2%
Compensation of Officers* $37,359
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,860,077
Total Liabilities $0
Net Assets $2,860,077
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $37,359 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$330,905
Expenses
$282,399
Net Income
$48,506
Net Assets
$2,791,848
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $63,107
19.1%
Sales of Assets $267,606
80.9%
Other Income $192
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $256,877
91.0%
Compensation of Officers* $36,498
12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,791,848
Total Liabilities $0
Net Assets $2,791,848
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $36,498 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,803
Expenses
$180,721
Net Income
-$126,918
Net Assets
$2,785,774
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $62,897
> 100%
Sales of Assets -$9,094
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $156,250
86.5%
Compensation of Officers* $34,992
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,785,774
Total Liabilities $0
Net Assets $2,785,774
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $34,992 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$118,815
Expenses
$161,892
Net Income
-$43,077
Net Assets
$2,950,010
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $72,076
60.7%
Sales of Assets $46,739
39.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $136,625
84.4%
Compensation of Officers* $36,323
22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,950,010
Total Liabilities $0
Net Assets $2,950,010
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $36,323 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$101,580
Expenses
$155,873
Net Income
-$54,293
Net Assets
$2,993,869
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $63,786
62.8%
Sales of Assets $36,835
36.3%
Other Income $959
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $130,524
83.7%
Compensation of Officers* $38,491
24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,993,869
Total Liabilities $0
Net Assets $2,993,869
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $38,491 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$141,364
Expenses
$156,122
Net Income
-$14,758
Net Assets
$2,991,868
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $68,549
48.5%
Sales of Assets $73,433
51.9%
Other Income -$618
Notable Expenses Percent of Total Expenses
Charitable Disbursements $123,168
78.9%
Compensation of Officers* $36,618
23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,991,868
Total Liabilities $0
Net Assets $2,991,868

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$290,762
Expenses
$131,247
Net Income
$159,515
Net Assets
$3,008,714
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $66,068
22.7%
Sales of Assets $223,636
76.9%
Other Income $1,058
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $113,215
86.3%
Compensation of Officers* $28,961
22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,008,714
Total Liabilities $0
Net Assets $3,008,714

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$241,223
Expenses
$205,991
Net Income
$35,232
Net Assets
$2,846,072
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $115,320
47.8%
Sales of Assets $125,903
52.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $180,052
87.4%
Compensation of Officers* $25,549
12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,846,072
Total Liabilities $0
Net Assets $2,846,072

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

Fiscal Year Ending Dec.
2001

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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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • 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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