Marion N Roaf Tua
EIN 046829607Total Given 2016–2024
$1.1M
7 grants · $119K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$158K
typical big bets · $147K–$160K
grant size
100%
deep partner · 3/3 multi-year
repeat
$3.8M
Assets (2024)
3
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $141K | $3.1M | $54K | 1 |
| 2018 | $153K | $2.9M | $263K | 1 |
| 2020 | $159K | $3.8M | $260K | 1 |
| 2021 | $158K | $4.1M | $708K | 1 |
| 2022 | $181K | $3.2M | $-67K | 1 |
| 2023 | $119K | $3.5M | $103K | 1 |
| 2024 | $161K | $3.8M | $326K | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$119K
25th Pctl
$147K
Median
$158K
Average
$153K
75th Pctl
$160K
Maximum
$181K
Geographic Distribution
Officers & Directors
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| Anna Jacques Community Health Foundation | Newburyport, MA | $181,314 | UNRESTRICTED GENERAL | 2022 |
| Anna Jacques Community Health Foundation | Newburyport, MA | $160,941 | UNRESTRICTED GENERAL | 2024 |
| Anna Jacques Comm Health | Newburyport, MA | $158,704 | GENERAL CHARITABLE PURPOSES | 2020 |
| Anna Jacques Comm Health | Newburyport, MA | $158,413 | GENERAL CHARITABLE PURPOSES | 2021 |
| Anna Jaques Comm Hlth Fdn | Amesbury, MA | $152,942 | UNRESTRICTED GENERAL | 2018 |
| Anna Jaques Comm Hlth Fdn | Amesbury, MA | $140,968 | UNRESTRICTED GENERAL | 2016 |
| Anna Jacques Community Health Foundation | Newburyport, MA | $118,610 | UNRESTRICTED GENERAL | 2023 |