Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ROSS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 16550
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLAYTON, MO63105
A Employer identification number

46-6432496
B Telephone number (see instructions)

(314) 746-3209
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$39,967,487J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,806,092
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 737,827 734,410  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -81,125
b Gross sales price for all assets on line 6a 6,775,920
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,293 2,293  
12 Total. Add lines 1 through 11........ 2,465,087 736,703  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,000 4,800   1,200
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,423 5,423   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 27 27   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,450 10,250   1,200
25 Contributions, gifts, grants paid....... 2,448,550 2,448,550
26 Total expenses and disbursements. Add lines 24 and 25 2,465,000 10,250   2,449,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 87
b Net investment income (if negative, enter -0-) 726,453
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 424,898 2,756,856 2,756,856
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 18,088,971 Click to see attachment17,082,821 29,284,181
c Investments—corporate bonds (attach schedule)....... 9,242,123 Click to see attachment7,278,663 7,926,450
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,755,992 27,118,340 39,967,487
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 27,755,992 27,118,340
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 27,755,992 27,118,340
30 Total liabilities and net assets/fund balances (see instructions). 27,755,992 27,118,340
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
27,755,992
2
Enter amount from Part I, line 27a .....................
2
87
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
18,872
4
Add lines 1, 2, and 3 ..........................
4
27,774,951
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
656,611
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
27,118,340
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 153,597   181,489 -27,892
b 6,622,323   6,675,556 -53,233
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -27,892
b       -53,233
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -81,125
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 10,098
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,098
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,098
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 24,851
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,851
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 14,753
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet14,753 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCOMMERCE TRUST COMPANY Telephone no.bullet (314) 746-3209

    Located atbulletPO BOX 16550CLAYTONMO ZIP+4bullet63105
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DONALD L ROSS TRUSTEE
    0.25     		0 0 0
    PO BOX 16550
    CLAYTON,MO63105
    NANCY A ROSS TRUSTEE
    0.25     		0 0 0
    PO BOX 16550
    CLAYTON,MO63105
    JOHN L ROSS TRUSTEE
    0.25     		0 0 0
    PO BOX 16550
    CLAYTON,MO63105
    ROBERT M ROSS TRUSTEE
    0.25     		0 0 0
    PO BOX 16550
    CLAYTON,MO63105
    SCOTT C ROSS TRUSTEE
    0.25     		0 0 0
    PO BOX 16550
    CLAYTON,MO63105
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    33,735,473
    b
    Average of monthly cash balances.......................
    1b
    1,439,119
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    35,174,592
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    35,174,592
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    527,619
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    34,646,973
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,732,349
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,732,349
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    10,098
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,098
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,722,251
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,722,251
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,722,251
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,449,750
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,449,750
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,449,750
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,722,251
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,073,545
    b From 2016...... 892,721
    c From 2017...... 905,786
    d From 2018...... 210,266
    e From 2019...... 2,641,730
    fTotal of lines 3a through e........ 5,724,048
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,449,750
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,722,251
    e Remaining amount distributed out of corpus 727,499
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,451,547
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		1,073,545
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		5,378,002
    10 Analysis of line 9:
    a Excess from 2016.... 892,721
    b Excess from 2017.... 905,786
    c Excess from 2018.... 210,266
    d Excess from 2019.... 2,641,730
    e Excess from 2020.... 727,499
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DONALD L ROSS
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JOHN WELSH
    PO BOX 16550
    CLAYTON,MO63105
    (314) 746-3209
    JOHN.WELSH@COMMERCEBANK.COM
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC
    225 N MICHIGAN AVE STE 1700
    CHICAGO,IL60601     		NONE PC GENERAL PURPOSE 2,000
    AMERICAN CANCER SOCIETY INC
    4207 LINDELL BLVD
    ST LOUIS,MO63108     		NONE PC GENERAL PURPOSE 5,000
    AMERICAN JEWISH COMMITTEE
    7730 CARONDELET AVE STE 417
    ST LOUIS,MO63105     		NONE PC GENERAL PURPOSE 1,000
    AQUINAS INSTITUTE OF THEOLOGY
    23 S SPRING AVE
    ST LOUIS,MO63108     		NONE PC GENERAL PURPOSE 10,000
    ARCHDIOCESE OF ST LOUIS
    20 ARCHBISHOP MAY DR
    ST LOUIS,MO63119     		NONE PC GENERAL PURPOSE 50,000
    BIG BROTHERS BIG SISTERS OF EASTERN MISSOURI
    501 N GRAND BLVD STE 100
    ST LOUIS,MO63103     		NONE PC GENERAL PURPOSE 10,000
    BOYS HOPE GIRLS HOPE
    8027 ELINOR AVE
    ST LOUIS,MO63117     		NONE PC GENERAL PURPOSE 20,000
    CARDINAL RITTER COLLEGE PREP
    701 N SPRING AVE
    ST LOUIS,MO63108     		NONE PC GENERAL PURPOSE 5,000
    CATHEDRAL OF THE SACRED HEART OF JESUS
    417 ERIN DR STE 120
    KNOXVILLE,TN37919     		NONE PC GENERAL PURPOSE 2,500
    CATHOLIC CHARITIES OF ST LOUIS
    4445 LINDELL BLVD
    ST LOUIS,MO63108     		NONE PC GENERAL PURPOSE 5,000
    CHAMINADE COLLEGE PREPARATORY SCHOOL
    425 S LINDBERGH BLVD
    ST LOUIS,MO63131     		NONE PC GENERAL PURPOSE 27,000
    CHURCH OF THE ANNUNZIATA
    9305 CLAYTON RD
    ST LOUIS,MO63124     		NONE PC GENERAL PURPOSE 45,550
    DE SMET JESUIT HIGH SCHOOL
    233 N NEW BALLAS RD
    ST LOUIS,MO63141     		NONE PC GENERAL PURPOSE 25,000
    DONALD DANFORTH PLANT SCIENCE CENTER
    975 N WARSON RD
    ST LOUIS,MO63132     		NONE PC GENERAL PURPOSE 10,000
    EQUESTRIAN ORDER OF THE HOLY SEPULCHRE OF JERUSALEM
    4684 NW BRASSIE PL
    PORTLAND,OR97229     		NONE PC GENERAL PURPOSE 6,000
    FIVE ACRES ANIMAL SHELTER
    1099 PRALLE LN
    ST CHARLES,MO63303     		NONE PC GENERAL PURPOSE 2,000
    FOREST PARK FOREVER INC
    5595 GRAND DR
    ST LOUIS,MO63112     		NONE PC GENERAL PURPOSE 5,000
    FOUNDATION FOR ANIMAL CARE AND EDUCATION
    10505 SORRENTO VALLEY RD STE 175
    SAN DIEGO,CA92121     		NONE PC GENERAL PURPOSE 5,000
    FRIENDS OF KIDS WITH CANCER INC
    530 MARYVILLE CENTRE DR STE LL5
    ST LOUIS,MO63141     		NONE PC GENERAL PURPOSE 7,000
    FRIENDS OF THE ACADEMIES DBA ACCESS ACADEMIES
    3500 LINDELL BLVD FITZGERALD HALL
    NO 211
    ST LOUIS,MO63103     		NONE PC GENERAL PURPOSE 2,500
    GATEWAY ARCH PARK FOUNDATION
    1 S MEMORIAL DR STE 700
    ST LOUIS,MO63102     		NONE PC GENERAL PURPOSE 15,000
    HABITAT FOR NEIGHBORHOOD BUSINESS
    3674 LINDELL BLVD STE DS 100
    ST LOUIS,MO63108     		NONE PC GENERAL PURPOSE 5,000
    HERBERT HOOVER BOYS AND GIRLS CLUB OF ST LOUIS INC
    2901 N GRAND AVE
    ST LOUIS,MO63107     		NONE PC GENERAL PURPOSE 10,000
    HUMANE SOCIETY OF MISSOURI
    1201 MACKLIND AVE
    ST LOUIS,MO63110     		NONE PC GENERAL PURPOSE 5,000
    INCARNATE WORD CATHOLIC CHURCH
    13416 OLIVE BLVD
    CHESTERFIELD,MO63017     		NONE PC GENERAL PURPOSE 6,000
    JOSHUA CHAIMBERLAIN SOCIETY
    7700 BONHOMME AVE STE 400
    ST LOUIS,MO63105     		NONE PC GENERAL PURPOSE 15,000
    LEGATUS OF ST LOUIS
    PO BOX 31481
    ST LOUIS,MO63131     		NONE PC GENERAL PURPOSE 2,500
    LIFE TEEN INC
    9 THE PINES CT STE C
    ST LOUIS,MO63141     		NONE PC GENERAL PURPOSE 50,000
    MISSOURI BAPTIST HEALTHCARE FOUNDATION
    3015 N BALLAS RD
    ST LOUIS,MO63131     		NONE PC GENERAL PURPOSE 210,000
    MISSOURI BOTANICAL GARDEN
    4344 SHAW BLVD
    ST LOUIS,MO63110     		NONE PC GENERAL PURPOSE 25,000
    MUNICIPAL THEATRE ASSOCIATION OF ST LOUIS
    1 THEATRE DR
    ST LOUIS,MO63112     		NONE PC GENERAL PURPOSE 210,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    12125 WOODCREST EXECUTIVE DR STE
    320
    ST LOUIS,MO63141     		NONE PC GENERAL PURPOSE 10,000
    NEGRO LEAGUES BASEBALL MUSEUM INC
    1616 E 18TH ST
    KANSAS CITY,MO64108     		NONE PC GENERAL PURPOSE 2,000
    ONE HEART FAMILY MINISTRIES INC
    11746 MANHATTAN AVE
    ST LOUIS,MO63131     		NONE PC GENERAL PURPOSE 2,500
    OUR LITTLE HAVEN
    PO BOX 23010
    ST LOUIS,MO63131     		NONE PC GENERAL PURPOSE 12,500
    QUEEN OF PEACE CENTER
    325 N NEWSTEAD AVE
    ST LOUIS,MO63108     		NONE PC GENERAL PURPOSE 5,000
    RANKEN-JORDAN HOME FOR CONVALESCENT CRIPPLED CHILDREN
    11365 DORSETT RD
    MARYLAND HEIGHTS,MO63043     		NONE PC GENERAL PURPOSE 10,000
    ROMAN CATHOLIC FOUNDATION OF EASTERN MISSOURI
    425 N NEW BALLAS RD STE 200
    ST LOUIS,MO63141     		NONE PC GENERAL PURPOSE 27,000
    RX OUTREACH INC
    3171 RIVERPORT TECH CENTER DR
    MARYLAND HEIGHTS,MO63043     		NONE PC GENERAL PURPOSE 10,000
    SAINT LOUIS SYMPHONY ORCHESTRA
    718 N GRAND BLVD
    ST LOUIS,MO63103     		NONE PC GENERAL PURPOSE 15,000
    SAN ANTONIO AREA FOUNDATION
    303 PEARL PKWY STE 114
    SAN ANTONIO,TX78215     		NONE PC GENERAL PURPOSE 5,000
    SHRINE OF OUR LADY OF GUADALUPE OF THE DIOCESE OF LA CROSSE INC
    5250 JUSTIN RD
    LA CROSSE,WI54601     		NONE PC GENERAL PURPOSE 1,500
    SOCIETY OF ST VINCENT DE PAUL COUNCIL OF ST LOUIS
    1310 PAPIN ST
    ST LOUIS,MO63103     		NONE PC GENERAL PURPOSE 10,000
    SSM CARDINAL GLENNON CHILDREN'S MEDICAL CENTER
    1465 S GRAND BLVD
    ST LOUIS,MO63104     		NONE PC GENERAL PURPOSE 10,000
    ST JOHN VIANNEY HIGH SCHOOL
    1311 S KIRKWOOD RD
    ST LOUIS,MO63122     		NONE PC GENERAL PURPOSE 5,000
    ST LOUIS ART MUSEUM FOUNDATION
    1 FINE ARTS DR
    ST LOUIS,MO63110     		NONE PC GENERAL PURPOSE 20,000
    ST LOUIS ROMAN CATHOLIC THEOLOGICAL SEMINARY - KENRICK-GLENNON
    5200 GLENNON DR
    ST LOUIS,MO63119     		NONE PC GENERAL PURPOSE 10,000
    ST LOUIS SCOTT GALLAGHER FOUNDATION
    1 SOCCER PARK RD
    FENTON,MO63026     		NONE PC GENERAL PURPOSE 2,000
    ST MARY AND ST LOUIS ABBEY
    500 S MASON RD
    ST LOUIS,MO63141     		NONE PC GENERAL PURPOSE 30,000
    STAGES ST LOUIS
    1023 CHESTERFIELD PKWY E
    CHESTERFIELD,MO63017     		NONE PC GENERAL PURPOSE 1,125,000
    STE GENEVIEVE DU BOIS CHURCH
    1575 N WOODLAWN AVE
    ST LOUIS,MO63122     		NONE PC GENERAL PURPOSE 30,000
    STRAY RESCUE OF ST LOUIS
    2320 PINE ST
    ST LOUIS,MO63103     		NONE PC GENERAL PURPOSE 1,000
    TEAM ACTIVITIES FOR SPECIAL KIDS INC
    980 HORAN DR
    FENTON,MO63026     		NONE PC GENERAL PURPOSE 30,000
    THE BACKSTOPPERS INC
    10411 CLAYTON RD STE 203
    ST LOUIS,MO63131     		NONE PC GENERAL PURPOSE 10,000
    THE FOUNDATION FOR BARNES-JEWISH HOSPITAL
    1001 HIGHLANDS PLAZA DR W STE 140
    ST LOUIS,MO63110     		NONE PC GENERAL PURPOSE 110,000
    THE SAINT LOUIS ZOO FOUNDATION
    1 GOVERNMENT DR
    ST LOUIS,MO63110     		NONE PC GENERAL PURPOSE 10,000
    TRANSPORT MUSEUM ASSOCIATION
    2967 BARRETT STATION RD
    ST LOUIS,MO63122     		NONE PC GENERAL PURPOSE 5,000
    UNITED WAY OF GREATER ST LOUIS INC
    910 N 11TH ST
    ST LOUIS,MO63101     		NONE PC GENERAL PURPOSE 10,000
    UNIVERSITY OF SOUTHERN INDIANA FOUNDATION INC
    8600 UNIVERSITY BLVD
    EVANSVILLE,IN47712     		NONE PC GENERAL PURPOSE 5,000
    VISITATION ACADEMY
    3020 N BALLAS RD
    ST LOUIS,MO63131     		NONE PC GENERAL PURPOSE 15,000
    WASHINGTON UNIVERSITY IN ST LOUIS
    1 BROOKINGS DR CAMPUS BOX 1214
    ST LOUIS,MO63130     		NONE PC GENERAL PURPOSE 100,000
    WEBSTER UNIVERSITY
    470 E LOCKWOOD AVE
    ST LOUIS,MO63119     		NONE PC GENERAL PURPOSE 11,000
    Total .................................bullet 3a 2,448,550
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 737,827  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 2,293  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -81,125  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 658,995 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    658,995
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 N/A
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ROSS FAMILY FOUNDATION
     
    Employer identification number

    46-6432496
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ROSS FAMILY FOUNDATION
          		Employer identification number
    46-6432496
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    DONALD L AND NANCY A ROSS
    PO BOX 16550
     
    CLAYTON, MO63105

    		$ 1,806,092


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ROSS FAMILY FOUNDATION
          		Employer identification number

    46-6432496
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 36,754 SH. UBER TECHNOLOGIES INC. $ 1,806,092 2020-11-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ROSS FAMILY FOUNDATION
          		Employer identification number

    46-6432496
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ROSS FAMILY FOUNDATION
    EIN:
    46-6432496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,000 4,800   1,200

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ROSS FAMILY FOUNDATION
    EIN:
    46-6432496
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AKRON OH TXBL 3.625% 12/1/26 73,686 82,759
    ATHENS GA DEV TXBL 3.181% 9/1/30 60,000 64,863
    AUGUSTA GA TXBL 4.75% 10/1/26 216,330 225,856
    AUSTIN TX CLG TXBL 3.967% 8/1/32 75,000 84,394
    BANK OF NY NT 3.95% 11/18/25 50,088 58,165
    BLACKROCK INC NT 3.5% 3/18/24 49,833 54,920
    BOEING CO NT 7.25% 6/15/25 50,689 49,078
    BP CAP MKTS NT 2.75% 5/10/23 53,122 58,011
    BRISTOL VA TXBL GO 3.25% 1/1/25 100,000 107,898
    CENTRAL LAKE IL WTR TXBL 2.7% 5/1/21 90,000 90,414
    CHEVRON CORP NT 3.191% 6/24/23 49,113 53,178
    CLAWSON MI TXBL GO 3.98% 5/1/30 100,000 112,069
    CO ST COPS TXBL 3.969% 9/1/33 198,134 224,882
    CO ST HSG & TXBL 4.32% 5/1/31 45,000 48,186
    CO ST UNIV TXBL 3.732% 3/1/26 100,000 113,679
    COMCAST CORP NT 3.6% 3/1/24 50,252 55,010
    CT ST HSG TXBL 3% 5/15/29 100,000 107,209
    DEARBORN MI TXBL GO 3.393% 5/1/22 100,000 102,734
    DURHAM NC TXBL 3.850% 10/1/24 20,000 21,933
    EL PASO TX TXBL GO 3.853% 8/15/24 70,000 78,411
    FARGO ND TXBL PROJ 3.61% 5/1/24 100,000 108,749
    FARGO ND TXBL PROJ 3.83% 5/1/26 150,000 169,566
    FEDERAL REALTY NT 3.95% 1/15/24 49,509 54,393
    FISHERS IN TXBL 4% 8/1/26 165,238 183,589
    FRANKLIN RES INC NT 2.8% 9/15/22 22,405 25,000
    GLENPOOL OK TXBL 2.361% 12/1/24 60,000 61,569
    HOUSTON TX UTIL TXBL 3.543% 11/15/26 100,000 114,590
    JACKSON CNTY GA IDR TXBL 3.7% 5/1/31 99,311 111,576
    JOHNSON KS SD 230 TXBL 2.65% 9/1/26 50,000 53,712
    JPMORGAN CHASE NT 3.25% 9/23/22 23,613 26,293
    KC MO TXBL 3.197% 4/1/22 298,806 308,247
    LA LAND & EXPL DEB 7.65% 12/01/23 51,976 47,930
    LINCOLN MI S/D TXBL GO 4.05% 5/1/31 100,000 116,026
    MA ST HSG TXBL 3.6% 6/1/26 200,000 219,390
    ME HLTH & HGR EDU TXBL 3.84% 7/1/27 250,000 280,175
    MI ST HSG DEV 2.35% 10/1/26 55,000 58,714
    MN ST HSG TXBL 3.75% 1/1/26 65,000 68,293
    MN ST HSG TXBL 3.85% 1/1/26 50,000 52,458
    MO ST HWY BAB TXBL 5.633% 5/1/29 143,365 159,051
    MONTGOMERY CNTY MD TXBL 4.15% 5/1/30 100,000 115,043
    MONTGOMERY CO VA TXBL 4.2% 6/1/25 30,000 32,598
    NATL RURAL UTIL NT 3.4% 11/15/23 48,712 53,930
    NEW YORK CITY NY TXBL 4.066% 5/1/30 150,000 167,699
    NH ST HSG TXBL 3.255% 7/1/25 25,000 26,261
    NJ ST HSG TXBL 4.05% 5/1/30 175,000 195,944
    NORWOOD MA TXBL GO 4.75% 8/15/21 106,891 100,321
    NTHRN MN ELEC TXBL 4.35% 1/1/22 50,000 51,403
    NY CITY NY HSG TXBL 3.714% 11/1/28 75,000 81,883
    OH ST SPL OBLG TXBL 3.104% 4/1/25 50,000 55,386
    OK ST INDIAN CTR TXBL 3.713% 7/1/28 225,000 257,472
    OR EDU TXBL GO 3.96% 6/30/27 100,000 118,635
    OR ST TXBL GO 5.892% 6/1/27 120,187 125,450
    PA ST HSG TXBL 2.33% 10/1/26 125,000 130,814
    PA ST HSG TXBL 3.23% 10/1/22 100,000 103,614
    PALM BEACH CO FL TXBL 3.75% 11/1/23 35,032 37,562
    PORT ST LUCIE FL TXBL 3.562% 5/1/23 125,000 133,115
    PORT ST LUCIE FL TXBL 4.355% 5/1/31 103,532 117,215
    PRNC WILM VA IDR TXBL 3.291% 10/1/24 100,000 106,515
    RICHLAND CO SC S/D #2 4.875% 9/1/27 155,951 150,426
    ROGERS AR SALES TXBL 3.942% 11/1/26 125,000 143,993
    SALVATION ARMY NT 3.396% 9/1/23 250,000 269,395
    SAN LUIS CO CA TXBL GO 3.272% 8/1/25 50,000 55,590
    SARPY CO NE SD#37 GO 0.716% 12/15/22 100,000 100,616
    SARPY CO NE SD#37 GO 0.815% 12/15/23 100,000 100,964
    TRANS-CANADA NT 3.75% 10/16/23 49,085 54,032
    TUSCON AZ COPS BAB TXBL 6.75% 7/1/30 218,803 237,481
    UNIV OF AR TXBL 3.71% 11/1/29 100,000 115,721
    UNIV OF ND ND TXBL COPS 3.95% 4/1/28 175,000 198,686
    WINNEBAGO IL TXBL GO 4.44% 12/30/29 100,000 112,259
    WIXOM MI TXBL GO 3.95% 5/1/31 325,000 363,457

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ROSS FAMILY FOUNDATION
    EIN:
    46-6432496
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 230,370 224,448
    ADOBE INC 69,391 400,096
    ALPHABET INC CL A 167,071 368,054
    AMAZON COM INC 248,070 553,678
    AMERICAN EXPRESS CO 81,269 120,910
    AMGEN INC 153,791 181,637
    ANTHEM INC 155,992 184,627
    APPLE INC 255,845 1,758,143
    AT&T INC 282,370 255,245
    BANK OF AMERICA CORP 206,899 244,753
    BAXTER INTERNATIONAL INC 51,835 98,294
    BECTON DICKINSON & COMPANY 159,758 168,899
    BERKSHIRE HATHAWAY INC CL B 1,479,892 1,910,609
    BLACKROCK INC 123,963 183,993
    BOEING CO 148,704 85,624
    CATERPILLAR INC 110,051 193,851
    CME GROUP INC 17,666 50,064
    COMCAST CORPORATION CL-A 102,114 150,650
    COMMERCE BANCSHARES INC 19,307 48,290
    COOPER COS INC NEW 42,239 108,996
    COSTCO WHSL CORP NEW 69,513 184,622
    D R HORTON INC 40,597 130,948
    DANAHER CORP 60,783 205,480
    DODGE & COX INTERNATIONAL STOCK FUND 280,034 271,932
    EATON CORP PLC 34,131 36,042
    EMERSON ELECTRIC CO 99,252 128,592
    EVERSOURCE ENERGY 86,836 142,742
    FACEBOOK INC-A 207,470 325,060
    GENERAL DYNAMICS CORP 30,348 23,811
    GOLDMAN SACHS GROUP INC 31,872 36,919
    HONEYWELL INTL INC 172,833 293,526
    ILLINOIS TOOL WORKS INC 82,564 167,182
    INTEL CORP 133,731 175,366
    ISHARES CORE S&P 500 ETF 2,968,526 3,988,519
    ISHARES RUSSELL MIDCAP GROWTH ETF 1,089,268 1,852,833
    ISHARES RUSSELL MIDCAP VALUE ETF 996,509 1,161,096
    JOHNSON AND JOHNSON 130,669 188,069
    JP MORGAN CHASE & CO 175,082 262,400
    LOCKHEED MARTIN CORP 134,710 173,940
    LOWES COMPANIES INC 102,514 248,791
    MASTERCARD INCORPORATED CLASS A 156,691 401,558
    MCDONALDS CORP 227,083 295,048
    MERCK & CO INC 158,540 224,541
    MICROSOFT CORP 541,087 3,123,444
    MONDELEZ INTERNATIONAL INC 135,412 209,323
    ORACLE CORPORATION 149,094 225,768
    P P G INDS INC 251,303 248,780
    PEPSICO INC 612,267 1,227,183
    PROCTER & GAMBLE CO 151,498 267,149
    THERMO FISHER CORP 84,356 267,824
    TRANE TECHNOLOGIES PLC 119,720 181,450
    TRUIST FINANCIAL CORP 37,933 33,551
    UNION PACIFIC CORP 114,972 233,206
    VANGUARD FTSE DEVELOPED MARKETS 2,076,577 2,302,668
    VANGUARD FTSE EMERGING MARKETS-ETF 595,201 694,024
    VANGUARD RE INDX FD ADM SHRS 88,614 103,011
    VERIZON COMMUNICATIONS 189,419 224,425
    VISA INC CLASS A SHARES 217,501 1,481,896
    WASTE MGMT INC DEL 141,714 250,601

    TY 2020 OtherDecreasesSchedule
    Name:
    ROSS FAMILY FOUNDATION
    EIN:
    46-6432496
    Description Amount
    UNREALIZED GAIN ON IN-KIND RECEIPT OF SECURITIES 656,611


    TY 2020 OtherExpensesSchedule
    Name:
    ROSS FAMILY FOUNDATION
    EIN:
    46-6432496
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GTS FEES 27 27   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ROSS FAMILY FOUNDATION
    EIN:
    46-6432496
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    COMMERCE TRUST COMPANY 2,293 2,293 2,293


    TY 2020 OtherIncreasesSchedule
    Name:
    ROSS FAMILY FOUNDATION
    EIN:
    46-6432496
    Description Amount
    BOOK-TO-TAX DIFFERENCE 18,872


    TY 2020 TaxesSchedule
    Name:
    ROSS FAMILY FOUNDATION
    EIN:
    46-6432496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 5,423 5,423   0
    FEDERAL EXCISE TAX 5,000 0   0