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
THE ROSS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1 Summit Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Philadelphia, PA19118
A Employer identification number

24-6017499
B Telephone number (see instructions)

(215) 247-3550
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$5,138,187J 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) 74,867
2 Check bullet.............
3 Interest on savings and temporary cash investments 354 354  
4 Dividends and interest from securities... 93,015 93,015  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 288,064
b Gross sales price for all assets on line 6a 490,606
7 Capital gain net income (from Part IV, line 2)... 305,459
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).......      
12 Total. Add lines 1 through 11........ 456,300 398,828  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,011 5,006   5,006
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 4,150 0   4,150
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 20,437 20,437   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,598 25,443   9,156
25 Contributions, gifts, grants paid....... 225,575 225,575
26 Total expenses and disbursements. Add lines 24 and 25 260,173 25,443   234,731
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 196,127
b Net investment income (if negative, enter -0-) 373,385
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.............   5,065 5,065
2 Savings and temporary cash investments......... 706,747 876,994 876,994
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)....... 2,112,021 Click to see attachment2,131,383 4,256,128
c Investments—corporate bonds (attach schedule).......      
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) Click to see attachment0 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,818,768 3,013,442 5,138,187
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) Click to see attachment2,150 Click to see attachment700
23 Total liabilities (add lines 17 through 22)......... 2,150 700
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........ 650,838 650,838
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,165,780 2,361,904
29 Total net assets or fund balances (see instructions)..... 2,816,618 3,012,742
30 Total liabilities and net assets/fund balances (see instructions). 2,818,768 3,013,442
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
2,816,618
2
Enter amount from Part I, line 27a .....................
2
196,127
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,012,745
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,012,742
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 1000 Legg Mason Inc P 1998-12-31 2020-02-27
b 500 Intel P 2006-06-08 2020-06-01
c 1000 Univest Corp D 2013-02-11 2020-08-11
d 4000 Snap Inc Cl A P 2020-03-11 2020-10-28
e .16 Viatris cash in lieu fract sh P 2009-12-09 2020-11-20
500 Intel P 2006-06-08 2020-12-14
1000 Rite Aid P 2018-09-24 2020-12-14
500 Legg Mason P 2009-12-09 2020-02-27
500 Legg Mason P 2010-07-01 2020-02-27
1000 Legg Mason Inc P 2016-01-15 2020-02-27
1000 Intel P 2012-12-10 2020-12-14
1000 Rite Aid P 2019-06-21 2020-12-14
Capital Gains Dividends P    
(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 50,009   4,817 45,192
b 30,956   8,636 22,320
c 17,516   7,656 9,860
d 168,024   43,752 124,272
e 3   1 2
25,317   8,636 16,681
18,605   24,799 -6,194
25,005   14,173 10,832
25,005   13,788 11,217
50,009   31,997 18,012
50,634   20,292 30,342
18,605   6,600 12,005
10,918     10,918
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       45,192
b       22,320
c       9,860
d       124,272
e       2
      16,681
      -6,194
      10,832
      11,217
      18,012
      30,342
      12,005
      10,918
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 2 305,459
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 5,190
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 5,190
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 5,190
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,551
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 1,551
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 3,639
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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)
    bulletPA
    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 ofbulletDaniel R ROSS Telephone no.bullet (215) 247-3550

    Located atbullet1 Summit StreetPhiladelphiaPA ZIP+4bullet19118
    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
     
    No
    ........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
    James A Ross President
    4.00     		10,011 0 0
    100 Old Windmill Road
    Waverly Township,PA184112322
    Daniel R Ross Secy-Treasurer
    2.00     		4,150 0 0
    7118 Lincoln Drive
    Philadelphia,PA19119
    Holly R Ross Asst.Sec-Treas.
    0.50     		0 0 0
    4 Hop Hollow
    Simsbury,CT06070
    Eric D Ross Director
    0.10     		0 0 0
    5721 Big Canyon Drive
    Ft Collins,CO80528
    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
    3,773,454
    b
    Average of monthly cash balances.......................
    1b
    700,985
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,474,439
    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
    4,474,439
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    67,117
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,407,322
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    220,366
    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
    220,366
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,190
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,190
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    215,176
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    215,176
    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
    215,176
    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
    234,731
    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
    234,731
    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
    234,731
    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 7 215,176
    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......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 12,238
    fTotal of lines 3a through e........ 12,238
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 234,731
    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..... 215,176
    e Remaining amount distributed out of corpus 19,555
    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 31,793
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		31,793
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 12,238
    e Excess from 2020.... 19,555
    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).)
    James A Ross
    Daniel R 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:
    James A Ross
    100 Old Windmill Road
    Waverly Township,PA184112322
    (570) 587-4023
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MAINLY GREATER SCRANTON
    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
    Asbury United Methodist Church
    Monsey Delaware Avenues
    Scranton,PA18509     		None Public Charity For general purposes 900
    Clintonville United Methodist Church
    Rte 1 PO Box 842
    Clintonville,NY12924     		none Public Charity For general purposes 2,150
    First United Methodust Church of Germantown
    6001 Germantown Ave
    Philadelphia,PA19144     		None public Charity For general purposes 19,300
    Trinity Lutheran Church
    205 West Grove St
    Clarks Summit,PA18411     		None Public Charity For general purposes 900
    Columbia University
    417 Lewisson New York
    New York,NY10027     		None Public Charity For general purposes 8,000
    Dickenson College
    28 N College St
    Carlisle,PA17013     		None Public Charity For general purposes 300
    Geisinger Commonwealth School of Medicine
    525 Pine St Scranton
    Scranton,PA18510     		None Public Charity For general purposes 6,000
    Iowa State University Foundation
    2505 University Blvd
    Ames,IA50010     		None PC For general purposes 1,000
    Johnson College
    3427 N Main Avenue Scranton
    Scranton,PA18508     		None Public Charity For general purposes 4,000
    Keystone College
    PO Box 40
    LaPlume,PA18440     		None Public Charity For general purposes 31,500
    Lackawanna College
    501 Vine Street Scranton
    Scranton,PA18509     		None Public Charity For general purposes 500
    Marywood University
    2300 Adams Avenue
    Scranton,PA18509     		None Public Charity For general purposes 1,200
    Massachusetts Institute of Technology
    77 Massachusetts Ave
    Cambridge,MA02139     		None Public Charity For general purposes 6,000
    Simsbury High School
    34 Farms Village Rd Simsbury
    Simsbury,CT06070     		None Public Charity For general purposes 1,000
    Trustees of the University of PA
    3451 Walnut St
    Philadelphia,PA19104     		None Public Charity For Graduate School of Education 200
    Trustees of the University of PA
    3451 Walnut St
    Philadelphia,PA19104     		none Public Charity For the Law School 1,000
    University of Scranton
    Linden and Monroe Avenues
    Scranton,PA18510     		None Public Charity For general purposes 1,500
    Wellesley College
    106 Central Street
    Wellesley,MA02481     		None Public Charity For general purposes 1,000
    Abington Community Library
    1200 West Grove Street
    Clarks Summit,PA18411     		None Public Charity For general purposes 1,000
    Allied Services Foundation
    475 Morgan Highway PO Box 1103
    Scranton,PA18501     		None Public Charity For general purposes 1,250
    American Numismatic Assn
    818 N Cascade Avenue
    Colorado Springs,CO80903     		None Public Charity 475 Morgan Highway, P.O. Box 1103, Scranton, PA 800
    American Red Cross
    545 Jefferson Street
    Scranton,PA18510     		None Public Charity For general purposes 1,000
    ASCE Foundation
    1801 Alexander Bell Dr
    Reston,VA20191     		None Public Charity For general purposes 150
    Anthracite Heritage Museum
    RD 1 Bald Mountain Road
    Scranton,PA18504     		None Public Charity For general purposes 600
    Arcadia Chorale
    102 Shady Lane Road 350
    Chinchilla,PA18410     		None Public Charity For general purposes 1,000
    Archaeological Institute of America
    656 Beacon Street 6th Floor
    Boston,MA022152006     		None Public Charity For general purposes 250
    Arden Theater
    40 N 2nd St
    Philadelphia,PA19106     		None Public Charity For general purposes 500
    BBB Wise Giving Alliance
    3033 Wilson Blvd Ste 600
    Arlington,VA22201     		None Public Charity For general purposes 100
    Biblical Archaeology Society
    4710 41st Street NW
    Washington,DC20016     		None Public Charity For general purposes 100
    Boy Scouts of America NE PA Council
    615 Jefferson Avenue
    Scranton,PA18510     		None Public Charity For general purposes 2,000
    Charity Watch
    PO Box 578460
    Chicago,IL60657     		None Public Charity For general purposes 150
    Child Fund International
    2821 Emerywood Parkway
    Richmond,VA23294     		None Public Charity For general purposes 500
    Circle in the Square Theatre
    1633 W 50th St
    New York,NY10019     		None PC For general purposes 500
    Clarks Summit Fire Company
    321 Bedford St
    Clarks Summit,PA18411     		None PC For general purposes 500
    Countrywide Conservancy
    PO Box 55
    LaPlume,PA18440     		None PC For general purposes 1,500
    Covenant Presbyterian Church
    550 Madison Avenue
    Scranton,PA18510     		None PC For general purposes 12,000
    Dalton Community Library
    113 East Main Street
    Dalton,PA18414     		None PC For general purposes 250
    Day Nursery Association of Scranton
    332 Jefferson Avenue
    Scranton,PA18510     		None PC For general purposes 700
    Doctors without Borders
    PO Box 5030
    Hagerstown,MD217415030     		None PC For general purposes 250
    Dorflinger Suydam Wildlife Sanctuary
    55 Suydam Drive
    Hawley,PA18428     		None PC For general purposes 500
    Everhart Museum
    1901 Mulberry Street
    Scranton,PA18510     		None PC For general purposes 3,500
    Exodus Prison and Aftercare Ministries
    112 Pollock Drive
    Pittston,PA18640     		None PC For general purposes 500
    Exponent Philanthropy
    1720 N Street NW
    Washington,DC20036     		None PC For general purposes 765
    FINCA International
    1101 14th Street NW 11th Floor
    Washington,DC20005     		None PC For general purposes 750
    Friends of the Poor
    148 Meridian Ave
    scranton,PA18504     		None PC For general purposes 1,500
    Friendship House
    1615 E Elm Street Scranton PA 18505
    SCranton,PA18505     		None PC For general purposes 600
    Geisinger Health System
    100 N Academy Ave
    Danville,PA17822     		none PC For general purposes 600
    Girl Scouts in Heart of PA
    2200 Stafford Ave
    Scranton,PA18505     		None PC For general purposes 800
    Greater Scranton YMCA
    706 N Dunmore Street
    Dunmore,PA18512     		None PC For general purposes 1,800
    Griffin Pond Animal Shelter
    967 Griffin Pond Rd
    South Abington Townshi,PA18411     		None PC For general purposes 1,000
    Jacobs Pillow Dance Festival
    358 George Carter Road
    Becket,MA01223     		None PC For general purposes 600
    Jewish Community Center
    601 Jefferson Avenue
    Scranton,PA18510     		None PC For general purposes 100
    Jewish Family Service of NE PA
    615 Jefferson Ave 204
    Scranton,PA18510     		None PC For general purposes 250
    Jewish Federation of NE PA
    601 Jefferson Avenue
    Scra,PA18510     		None PC For general purposes 400
    Junior Achievement of NE PA
    1007 Capouse Avenue
    Scra,PA18501     		None PC For general purposes 1,000
    Kimmel Regional Performing Arts Center
    260 South Broad Street
    Philadelphia,PA19102     		None PC For general purposes 500
    Lacawac Foundation Sanctuary
    RD 1 PO Box 518
    Lake Ariel,PA18436     		None PC For general purposes 1,100
    Lackawanna Historical Society
    232 Monroe Ave
    Scra,PA18510     		None PC For general purposes 500
    Lackawanna River Corridor Assn
    2043 N Main Ave
    Scranton,PA18508     		None PC For general purposes 500
    Meals on Wheels of NE PA
    541 Wyoming Ave
    Scranton,PA18509     		None PC For general purposes 1,000
    Metropolitan Museum of Art
    1000 5th Ave
    New York,NY10028     		None PC For general purposes 200
    Metropolitan Opera Guild
    70 Lincoln Center Plz Ste 1
    New York,NY10023     		None PC For general purposes 500
    Museum of Modern Art
    11 W 53rd St
    New York,NY10019     		None 5 For general purposes 360
    National Aububon Society
    225 Varick St
    new York,NY10014     		None PC For general purposes 250
    National Park Foundation
    1500 K Street NW Suite 700
    Washington,DC20005     		None PC For general purposes 150
    National Trust for Historic Preservation
    PO Box 5043
    Hagerstown,MD217419823     		None PC For general purposes 250
    National Wildlife Federation
    11100 Wildlife CenterDrive
    Reston,VA20190     		None PC For general purposes 250
    Nature Conservancy
    1218 Chestnut Street Suite 807
    Philadelphia,PA19107     		None PC For general purposes 1,000
    NE Regional Cancer Institute
    312 Adams Ave
    Scranton,PA18503     		None PC For general purposes 750
    Northwest Village Network
    POBox 4330 8227 Germantown Ave
    Philadelphia,PA18118     		None PC For general purposes 250
    Opera Philadelphia
    1420 Locust St Ste 210
    Philadelphia,PA19102     		None PC For general purposes 500
    Outreach Center for Community Resources
    431 N 17th Street
    Scranton,PA18503     		None PC For general purposes 2,500
    PEEC Pocono Environmental Educ Center
    538 Emery Rd
    Dingmans Ferry,PA18328     		None PC For general purposes 400
    Pennsylvania Ballet
    100 South Broad St Suite 2226
    Philadelphia,PA19110     		None PC For general purposes 500
    Philabundance
    3616 S Galloway St
    Philadelphia,PA19148     		None PC For general purposes 200
    Philadelphia Foundation
    1835 Market St 2410
    Philadelphia,PA19103     		None PC For general purposes 1,000
    Philadelphia Interfaith Hospitality Network
    7047 Germantown Ave
    Philadelphia,PA19119     		None PC For general purposes 500
    Philadelphia Orchestra
    1 South Broad St
    Philadelphia,PA19107     		None PC For general purposes 500
    Philharmonic Society of NE PA
    PO Box 71
    Avoca,PA18641     		None PC For general purposes 5,000
    Pierpont Morgan Library
    225 Madison Ave
    New York,NY10016     		None PC For general purposes 250
    Planned Parenthood
    316 Penn Ave
    Scranton,PA18503     		None PC For general purposes 3,000
    Public Interest Law Center
    1500 JFK Blvd Ste 802
    Philadelphia,PA19102     		None PC For general purposes 200
    Quintessence Theatre Group
    7137 Germantown Ave
    Philadelphia,PA19119     		None PC Capital campaign 25,000
    Rails to Trail Council of NE PA
    948 N Main St
    Union Dale,PA18470     		None PC For general purposes 500
    Salvation Army
    500 S Washington Avenue
    Scranton,PA18505     		None PC For general purposes 2,500
    Saratoga Performing Arts Center
    108 Avenue Of The Pines
    Saratoga Springs,NY12866     		None PC For general purposes 200
    Scranton Area Foundation
    615 Jefferson Ave Ste 102
    Scranton,PA18510     		None PC For general purposes 6,000
    Scranton Cultural Center
    420 N Washington Ave
    Scranton,PA18503     		None PC For general purposes 1,500
    Smith Memorial Playground
    3500 Reservoir Dr
    Philadelphia,PA19121     		None PC For general purposes 1,000
    Smithsonian Institution Friends of
    PO Box 37012 MRC 712
    Washington,DC200137012     		None PC For general purposes 200
    Spoleto Festival
    PO Box 157
    Charleston,SC29402     		None PC For general purposes 250
    Tanglewood Friends of Music
    301 Massachusetts Avenue
    Boston,MA02115     		None PC For general purposes 2,000
    United Neighborhood Center NE PA Camp Kelly
    777 Keystone Industrial Park Rd
    Throop,PA18512     		None PC For general purposes 250
    United Way Lackawanna County
    615 Jefferson Ave Ste 102
    Scranton,PA18510     		None PC For general purposes 24,000
    United Way of SE PA
    1650 Arch St
    Philadelphia,PA19103     		None PC For general purposes 5,000
    Urban Resources Development Corp
    6001 Germantown Ave
    Philadelphia,PA19144     		None PC For general purposes 250
    Waverly Community House
    1115 N Abington Rd
    Waverly,PA18471     		None PC For general purposes 500
    Weinberg NE PA Regional Food Bank
    165 Amber Lane PO Box 1127
    WilkesBarre,PA18702     		None PC For general purposes 850
    WHYY FM & Channel 12
    150 N 6th St
    Philadelphia,PA19106     		None PC For general purposes 1,500
    Women's Resource Center
    Box 975
    Scranton,PA18501     		None PC For general purposes 2,000
    World Wildlife Fund
    1250 24th St NW
    Washington,DC20037     		None PC For general purposes 300
    WSKG Public Broadcasting
    601 Gates Road
    Vestal,NY13850     		None PC For general purposes 450
    WVIA Public TV & Radio
    70 Old Boston Road
    Pittston,PA18640     		None PC For general purposes 3,000
    Total .................................bullet 3a 225,575
    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 ...........     		    14 354  
    4 Dividends and interest from securities....     14 93,015  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 288,064  
    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).. 0 381,433 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    381,433
    (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.)
    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
    THE ROSS FAMILY FOUNDATION
     
    Employer identification number

    24-6017499
    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
    THE ROSS FAMILY FOUNDATION
          		Employer identification number
    24-6017499
    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
    Daniel R Ross
    7118 Lincoln Drive
     
    Philadelphia, PA19119

    		$ 34,901


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Faye Z Ross
    7118 Lincoln Drive
     
    Philadelphia, PA19119

    		$ 34,901


    (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
    THE ROSS FAMILY FOUNDATION
          		Employer identification number

    24-6017499
    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
    		 137.5 sh Stanley Black & Decker $ 22,376 2020-01-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 Sh Univest Corp $ 12,525 2020-01-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 137.5 sh Stanley Black & Decker $ 22,376 2020-01-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 500 Sh Univest Corp $ 12,525 2020-01-30
    (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
    THE ROSS FAMILY FOUNDATION
          		Employer identification number

    24-6017499
    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 InvestmentsCorpStockSchedule
    Name:
    THE ROSS FAMILY FOUNDATION
    EIN:
    24-6017499
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2,480 Gldmn Sachs Deo Sh repstg 1/1000 Pfd Series D 53,990 62,595
    2,000 Agilent Technologies 49,325 236,980
    5,000 America Movil 80,507 72,700
    1,500 Amgen 70,573 344,880
    2,500 Cisco Systems 45,864 111,875
    2,000 Citigroup 79,065 123,320
    4,000 Corning Inc 55,467 144,000
    2,500 Exxon Mobil 113,613 103,050
    10,000 General Electric 71,400 108,000
    1,500 JP Morgan Chase 61,172 190,605
    1,800 Keysight Technologies 43,706 237,762
    1,000 Laboratory Corp of America 29,086 203,550
    2,926 Newmont Gold Corp 77,019 137,507
    3,000 Om Semiconductor Crp Com 47,818 98,190
    2,000 Pfizer 30,740 73,620
    1,300 PNC Financial Services 24,863 193,700
    4,000 Rite Aid 26,400 63,320
    500 Skyworks 32,144 76,440
    275 Stanley Black & Decker 44,752 49,104
    1,500 Verizon 72,092 88,125
    248 Viatris 1,694 4,648
    8,000 Vodafone 128,554 131,840
    200 3 M Company 32,783 34,958
    7,805 Blackrock Core Bond Trust 97,240 127,222
    1,500.802 Conestoga Small Cap Fd Inst Cl 77,237 118,083
    1,246.369 First Eagle Funds Global Fund Cl I 60,662 76,726
    2,500.437 Harbor Small Cap Inst Cl 85,421 98,392
    1,364.783 Hartford Capital Appreciation Fund Cl I 60,605 58,986
    5,000 John Hancock Inv Tr 93,558 86,350
    1,755.407 MFS Intl Value Cl I 44,925 95,793
    9,000.771 Miller Opportunity Tr Cl I 95,981 393,604
    1,009.54 T Rowe Price Int'l 71,950 91,636
    3,545.977 Vanguard Whitehall Intl Rcplorer Fd 45,475 72,338
    5,830.46 Virtus Emerging Markets Opptys Cl I 60,000 77,429
    10,000 Western Asset High Income Fd II 65,702 68,800

    TY 2020 LegalFeesSchedule
    Name:
    THE ROSS FAMILY FOUNDATION
    EIN:
    24-6017499
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Ross & McCrea LLP 4,150 0   4,150


    TY 2020 OtherAssetsSchedule
    Name:
    THE ROSS FAMILY FOUNDATION
    EIN:
    24-6017499
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    10,000 General Electric      


    TY 2020 OtherDecreasesSchedule
    Name:
    THE ROSS FAMILY FOUNDATION
    EIN:
    24-6017499
    Description Amount
    Rounding adjustment 3


    TY 2020 OtherExpensesSchedule
    Name:
    THE ROSS FAMILY FOUNDATION
    EIN:
    24-6017499
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Publications 2,514 2,514   0
    Merrill Lynch Investment Management 17,760 17,760   0
    ADR fees 163 163   0


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE ROSS FAMILY FOUNDATION
    EIN:
    24-6017499
    Description Beginning of Year - Book Value End of Year - Book Value
    Checks clearing after year end 2,150 700