Nonprofit · EIN 04-3298628
ROAF MEMORIAL FUND
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $391,226 | $349,507 | $41,719 | $2,766,515 | $0 | $2,766,515 |
| March 31, 2025 | 990-PF | $271,397 | $359,227 | -$87,830 | $2,657,405 | $0 | $2,657,405 |
| March 31, 2024 | 990-PF | $95,115 | $190,545 | -$95,430 | $2,737,439 | $0 | $2,737,439 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $68,594
- Net gain from sales of assets
- $322,632
Expenses
- Grants and similar amounts paid
- $310,582
- Compensation of officers, directors and key employees
- $28,608
- Disbursements for charitable purposes
- $322,560
- Excise tax on investment income
- $5,131
Balance sheet and other
- Total assets, start of year
- $2,657,405
- Total assets, end of year
- $2,766,515
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,766,515
- Fair market value of assets
- $3,110,001
- Qualifying distributions
- $322,560
- Net investment income
- $390,196
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 900 ELM ST STE 1700, MANCHESTER, NH 03103 | CO-TRUSTEE | 1 | $28,608 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 900 ELM ST STE 1700, MANCHESTER, NH 03103 | CO-TRUSTEE | 1 | $29,455 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 900 ELM ST STE 1700, MANCHESTER, NH 03103 | CO-TRUSTEE | 1 | $26,988 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET INVESTMENT SERVICE
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3298628
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21Z)
- Assets (IRS master file)
- $2,766,515
- Income (IRS master file)
- $1,000,077
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $391,226 | $349,507 | $2,766,515 | XML |
| 990-PF | March 2025 | $271,397 | $359,227 | $2,657,405 | XML |
| 990-PF | March 2024 | $95,115 | $190,545 | $2,737,439 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3298628).
Questions about ROAF MEMORIAL FUND
- What is the EIN of ROAF MEMORIAL FUND?
- The employer identification number (EIN) of ROAF MEMORIAL FUND is 04-3298628.
- Is ROAF MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ROAF MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROAF MEMORIAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROAF MEMORIAL FUND due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROAF MEMORIAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of ROAF MEMORIAL FUND?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $28,608 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does ROAF MEMORIAL FUND have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $391,226, expenses of $349,507 and total assets of $2,766,515 at year end.
Other nonprofits in DALLAS
- COMMUNITIES FOUNDATION OF TEXAS EIN 75-0964565 · last filed 990 for 2025
- THE DALLAS FOUNDATION EIN 75-2890371 · last filed 990 for 2024
- CARL AND MARILYNN THOMA EIN 46-5446388 · last filed 990-PF for 2024
- JOHN AND SUSAN WILDER FOUNDATION EIN 26-0281707 · last filed 990-PF for 2025
- DALLAS CENTER FOR THE PERFORMING ARTS FOUNDATION INC EIN 75-2890923 · last filed 990 for 2025
- DALLAS JEWISH COMMUNITY FOUNDATION EIN 75-2836123 · last filed 990 for 2025
- ADDY FOUNDATION EIN 47-2607515 · last filed 990-PF for 2025
- UNITED WAY OF METROPOLITAN DALLAS INC EIN 75-6005352 · last filed 990 for 2025
All nonprofits in DALLAS · Texas · Philanthropy, voluntarism and grantmaking foundations