Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,098,803J 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) 10,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 25,994 25,994  
4 Dividends and interest from securities... 110,894 110,894  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,944
b Gross sales price for all assets on line 6a 125,052
7 Capital gain net income (from Part IV, line 2)... 16,944
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........ 163,832 153,832  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,033 5,517   5,516
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,869 0   4,869
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,148 0   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
List of Attached Documents:
// Content
20,617 20,617   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,667 26,134   10,385
25 Contributions, gifts, grants paid....... 236,315 236,315
26 Total expenses and disbursements. Add lines 24 and 25 275,982 26,134   246,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -112,150
b Net investment income (if negative, enter -0-) 127,698
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 4,000 10,000 10,000
2 Savings and temporary cash investments......... 775,900 525,395 525,395
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
143,836 		147,819
b Investments—corporate stock (attach schedule)....... 2,454,151 Click to see attachment
List of Attached Documents:
// Content
2,444,870 		4,415,589
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,234,051 3,124,101 5,098,803
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
1,800 		Click to see attachment
List of Attached Documents:
// Content
4,000
23 Total liabilities (add lines 17 through 22)......... 1,800 4,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 2,581,413 2,469,263
29 Total net assets or fund balances (see instructions)..... 3,232,251 3,120,101
30 Total liabilities and net assets/fund balances (see instructions). 3,234,051 3,124,101
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
3,232,251
2
Enter amount from Part I, line 27a .....................
2
-112,150
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,120,101
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,120,101
Form 990-PF (2023)
Form 990-PF (2023)
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 .666666 GE Healthcare P 2018-12-21 2023-01-13
b $50,000 T-Bill 8/24/23 P 2023-03-02 2023-08-24
c 1500 MDU Resources P 2021-02-24 2023-12-18
d 500 MDU Resources P 2021-11-24 2023-12-18
e 1000 MDU Resources P 2022-03-01 2023-12-18
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 43   26 17
b 50,000   50,000 0
c 29,825   30,158 -333
d 9,942   10,049 -107
e 19,883   17,875 2,008
15,359     15,359
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       17
b       0
c       -333
d       -107
e       2,008
      15,359
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 16,944
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
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 right arrow 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) 1 1,775
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,775
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 1,775
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,400
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 2,400
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 625
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow625 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowDaniel R ROSS Telephone no.right arrow (215) 247-3550

Located atright arrow1 Summit StreetPhiladelphiaPA ZIP+4right arrow19118
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 		11,033 0 0
100 Old Windmill Road
Waverly Township,PA184112322
Daniel R Ross Secy-Treasurer
2.00 		4,869 0 0
1 Summit Street
Philadelphia,PA19118
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
4,304,231
b
Average of monthly cash balances.......................
1b
595,227
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,899,458
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
4,899,458
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
73,492
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,825,966
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
241,298
Part X
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 IX, line 6..................
1
241,298
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,775
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,775
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
239,523
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
239,523
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 XII, line 1 ...
7
239,523
Part XI
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
246,700
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
246,700
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 239,523
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 61,216
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 246,700
a Applied to 2022, but not more than line 2a 61,216
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 2023 distributable amount..... 185,484
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 0
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		54,039
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

Abington Community Library

1200 West Grove Street
Clarks Summit,PA18411 		None PC For general purposes 1,500

Allied Services Foundation

475 Morgan Highway PO Box 1103
Scranton,PA18501 		None PC For general purposes 1,400

American Museum of Natural History

200 Central Park West
New York,NY10024 		None PC For general purposes 575

American Numismatic Assn

818 N Cascade Avenue
Colorado Springs,CO80903 		None PC For general purposes 800

American Red Cross

545 Jefferson Street
Scranton,PA18510 		None PC For general purposes 1,000

Anthracite Heritage Museum

RD 1 Bald Mountain Road
Scranton,PA18504 		None PC For general purposes 750

Appalachian Trail Conservancy

799 Washington St
Harpers Ferry,WV25425 		None PC For general purposes 175

Arcadia Chorale

102 Shady Lane Road 350
Chinchilla,PA18410 		None PC For general purposes 1,000

Archaeological Institute of America

656 Beacon Street 6th Floor
Boston,MA022152006 		None PC For general purposes 250

Arden Theater

40 N 2nd St
Philadelphia,PA19106 		None PC For general purposes 500

Asbury United Methodist Church

Monsey Delaware Avenues
Scranton,PA18509 		None PC For general purposes 1,000

ASCE Foundation

1801 Alexander Bell Dr
Reston,VA20191 		None PC For general purposes 200

BBB Wise Giving Alliance

3033 Wilson Blvd Ste 600
Arlington,VA22201 		None PC For general purposes 100

Biblical Archaeology Society

4710 41st Street NW
Washington,DC20016 		None PC For general purposes 150

Boy Scouts of America NE PA Council

615 Jefferson Avenue
Scranton,PA18510 		None PC For general purposesFor general purposes 2,000

Charity Watch

PO Box 578460
Chicago,IL60657 		None PC For general purposes 150

Child Fund International

2821 Emerywood Parkway
Richmond,VA23294 		None PC 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

Clintonville United Methodist Church

Rte 1 PO Box 842
Clintonville,NY12924 		none PC For general purposes 2,700

Columbia University

417 Lewisson New York
New York,NY10027 		None PC For general purposes 10,000

Countrywide Conservancy

PO Box 55
LaPlume,PA18444 		None PC For general purposes 1,600

Countrywide Conservancy

PO Box 55
LaPlume,PA18440 		None PC Flood repair Dalton Trail 5,000

Covenant Presbyterian Church

550 Madison Avenue
Scranton,PA18510 		None PC For general purposes 12,700

Dalton Community Library

113 East Main Street
Dalton,PA18414 		None PC For general purposes 300

Day Nursery Association of Scranton

332 Jefferson Avenue
Scranton,PA18510 		None PC For general purposes 750

Dickenson College

28 N College St
Carlisle,PA17013 		None PC For general purposes 300

Doctors without Borders

PO Box 5030
Hagerstown,MD217415030 		None PC For general purposes 950

Alzheimer's Foundation

2649 South Road Suite 101
Poughkeepsie,NY12601 		None PC For general purposes 500

Equal Justice America

13540 E Boundary Rd 204B
Midlothian,VA23112 		None PC For general purposes 200

Everhart Museum

1901 Mulberry Street
Scranton,PA18510 		None PC For general purposes 4,000

Anderson Center for Autism

4855 Route 9 PO Box367
Staatsburg,NY12580 		None PC For general purposes 500

Exponent Philanthropy

1720 N Street NW
Washington,DC20036 		None PC For general purposes 815

Bicycle Coalition of Greater Philadelphia

1500 Walnut St 1107
Philadelphia,PA19102 		None PC For general purposes 1,000

Family Promise of Philadelphia

7047 Germantown Ave
Philadelphia,PA19119 		None PC For general purposes 1,000

FINCA International

1101 14th Street NW 11th Floor
Washington,DC20005 		None PC For general purposes 1,000

First United Methodust Church of Germantown

6001 Germantown Ave
Philadelphia,PA19144 		None PC For general purposes 17,000

First United Methodust Church of Germantown

6001 Germantown Ave
Philadelphia,PA19144 		None PC Christmas and Easter offerings 800

Friends of the Poor

148 Meridian Ave
scranton,PA18504 		None PC For general purposes 1,750

Friendship House

1615 E Elm Street
Scranton,PA18505 		None PC For general purposes 650

Geisinger Commonwealth School of Medicine

525 Pine St Scranton
Scranton,PA18510 		None PC For general purposes 1,000

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 2,000

Griffin Pond Animal Shelter

967 Griffin Pond Rd
South Abington Townshi,PA18411 		None PC For general purposes 1,100

International Rescue Committee

PO Box 6068
Albert Lea,MN560079847 		None PC For general purposes 1,000

Iowa State University Foundation

2505 University Blvd
Ames,IA50010 		None PC Nutrition FundNutrition Fund 1,500

Jacobs Pillow Dance Festival

358 George Carter Road
Becket,MA01223 		None PC For general purposes 800

Autism Speaks

PO Box 37148
Boone,IA500370148 		None PC For general purposes 500

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
Scranton,PA18510 		None PC For general purposes 500

Johnson College

3427 N Main Avenue Scranton
Scranton,PA18508 		None PC For general purposes 5,000

Compassionate Animal Rescue of Dutchess County

PO Box 40
Wappimger Falls,NY12590 		None PC For general purposes 200

Keystone College

PO Box 40
LaPlume,PA18440 		None PC For general purposes 9,000

Kimmel Regional Performing Arts Center

260 South Broad Street
Philadelphia,PA19102 		None PC For general purposes 1,000

Lacawac Foundation Sanctuary

RD 1 PO Box 518
Lake Ariel,PA18436 		None PC For general purposes 500

Lackawanna College

501 Vine Street
Scranton,PA18509 		None PC For general purposes 500

Lackawanna Historical Society

232 Monroe Ave
Scranton,PA18510 		None PC For general purposes 500

Lackawanna River Corridor Assn

2043 N Main Ave
Scranton,PA18508 		None PC For general purposes 900

Lantern Theatre

923 Ludlow St
Philadelphia,PA19107 		None PC For general purposes 750

Marywood University

2300 Adams Avenue
Scranton,PA18509 		None PC For general purposes 1,500

Massachusetts Institute of Technology

77 Massachusetts Ave
Cambridge,MA02139 		None PC For general purposes 6,000

Meals on Wheels of NE PA

541 Wyoming Ave
Scranton,PA18509 		None PC For general purposes 1,200

Metropolitan Museum of Art

1000 5th Ave
New York,NY10028 		None PC For general purposes 600

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 PC For general purposes 600

National Aububon Society

225 Varick St
New York,NY10014 		None PC For general purposes 250

National Parks Conservation Ass'n

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 800

New York Philharmonic

10 Lincoln Center
New York,NY100236970 		None PC For general purposes 250

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 2,750

PEEC Pocono Environmental Educ Center

538 Emery Rd
Dingmans Ferry,PA18328 		None PC For general purposes 500

Planned Parenthood

PO Box 97166
Washington,DC20090 		None PC For general purposes 500

Philadelphia Ballet

100 South Broad St Suite 2226
Philadelphia,PA19110 		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 $5,000 for general purposes; $3,000 for Young Peoples Concerts 8,000

Pierpont Morgan Library

225 Madison Ave
New York,NY10016 		None PC For general purposes 250

Planned Parenthood of Northeastern PA

316 Penn Ave
Scranton,PA18503 		None PC For general purposes 4,000

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 		Foundation director is vice-chair of Donee PC For general purposes 35,000

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 1,500

Saratoga Performing Arts Center

108 Avenue Of The Pines
Saratoga Springs,NY12866 		None PC For general purposes 250

Scranton Area Foundation

615 Jefferson Ave Ste 102
Scranton,PA18510 		None PC For general purposes 1,500

Scranton Cultural Center

420 N Washington Ave
Scranton,PA18503 		None PC For general purposes 1,500

Second Harvest

6969 Silver Crest Rd
Nazareth,PA18064 		None PC For general purposes 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 450

Southern Poverty Law Center

400 Washington Ave
Montgomery,AL36104 		None PC For general purposes 1,000

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 3,000

Trustees of the University of PA

3451 Walnut St
Philadelphia,PA19104 		None PC For Graduate School of Education 200

Trustees of the University of PA

3451 Walnut St
Philadelphia,PA19104 		None PC For the Law School 1,000

Unitarian Universalist Association

25 Beacon St
Boston,MA02108 		None PC For general purposes 1,000

Union of Concerned Scientists

2 Bratle Sq
Cambridge,MA02138 		None PC For general purposes 500

United Way Lackawanna & Wayne Counties

615 Jefferson Ave Ste 102
Scranton,PA18510 		None PC For general purposes 22,500

United Neighborhood Center

777 Keystone Industrial Park Rd
Throop PA 18512
Throop,PA18512 		None PC For general purposes 600

United Way of SE PA

1650 Arch St
Philadelphia,PA19103 		None PC For general purposes 6,500

University of Scranton

Linden and Monroe Avenues
Scranton,PA18510 		None PC For general purposes 1,500

Urban Resources Development Corp

6001 Germantown Ave
Philadelphia,PA19144 		None PC For general purposes 250

WAMC Northeast Public Radio

PO Box 66600
Albany,NY12206 		None PC For general purposes 500

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 1,200

Wellesley College

106 Central Street
Wellesley,MA02481 		None PC For general purposes 1,000

WHYY FM & Channel 12

150 N 6th St
Philadelphia,PA19106 		None PC For general purposes 1,500

Wildflower Music Festival

55 Suydam Drive
White Mills,PA18473 		None PC For general purposes 650

Women's Resource Center

Box 975
Scranton,PA18501 		None PC For general purposes 2,500

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 500

WVIA Public TV & Radio

70 Old Boston Road
Pittston,PA18640 		None PC For general purposes 3,500

Plymouth Meeting Friends School

2150 Butler Pike
Plymouth Meeting,PA19462 		None PC Anne Javsicas Community Scholarship Fund 7,500

West Mt Airy Neighbors

258 W Gorgas Lane
Philadelphia,PA19119 		None PC For general purposes 500
Total .................................right arrow 3a 236,315
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 25,994  
4 Dividends and interest from securities ....     14 110,894  
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 16,944  
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) .. 0 153,832 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
153,832
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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
David Javsicas
44 Fraleigh Street
 
Red Hook, NY12571

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Laura Javsicas
44 Fraleigh Street
 
Red Hook, NY12571

$ 5,000


(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) (2023)
Schedule B (Form 990) (2023)
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
 
$    
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 53,667
5,000 America Movil 80,507 92,600
1,500 Amgen 70,573 432,030
2,500 Cisco Systems 45,864 126,300
2,000 Citigroup 79,065 102,880
4,000 Corning 55,467 121,800
2,000 Exxon Mobil 86,420 199,960
1,250 General Electric 54,950 159,538
1,500 JP Morgan Chase 61,172 255,150
2,926 Newmont Gold Corp 77,019 95,031
3,000 On Semiconductor Crp Com 47,818 250,590
2,000 Pfizer 30,740 57,580
1,300 PNC Financial Services 70,647 201,305
2,000 Verizon 88,770 75,400
8,000 Vodafone 128,554 69,600
7,805 Blackrock Core Bond Trust 97,240 85,153
1,500.802 Conestoga Sm Cap Fd 77,237 109,499
2,500.437 Harbor Small Cap Inst Cl 85,421 96,442
1,364.783 Hartford Capital Appreciation Fund Cl I 60,605 53,622
5000 John Hancock Inv Tr 93,558 64,700
1,755.407 MFS Intl Value Cl I 44,925 70,725
9,000.771 Patient Opportunity Tr Cl I 95,981 301,796
1,009.54 T Rowe Price Int'l 71,950 63,590
3,545.977 Vanguard Whitehall Intl Rcplorer Fd 45,475 60,388
5,830.46 Virtus Emerging Markets Opptys Cl I 60,000 45,186
10,000 Western Asset High Income Fd II 65,702 49,600
1600 Agilent Technologies 39,802 222,448
800 Laboratory Corp Am Hldgs 19,923 181,832
1,300 Keysight Technologies 34,495 206,817
10,000 Rite Aid 105,897 2,189
1,200 Shake Shack Inc 74,303 88,944
700 Skyworks 50,760 78,694
700 Stanley Black & Decker 91,822 68,670
6,000 Viatris 75,255 64,980
1,246.369 First Eagle Global Fd 60,662 79,070
800 Fortrea Holdings 3,346 27,920
650 GE Healthcare 32,435 50,258
750 Knife River Corp 26,520 49,635

TY 2023 InvestmentsGovtObligationsSch
Name:
THE ROSS FAMILY FOUNDATION
EIN:
24-6017499
US Government Securities - End of Year Book Value:

143,836
US Government Securities - End of Year Fair Market Value:

147,819
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 LegalFeesSchedule
Name:
THE ROSS FAMILY FOUNDATION
EIN:
24-6017499
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Ross & McCrea LLP 4,869 0   4,869


TY 2023 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 2,590 2,590   0
Merrill Lynch Investment Management 17,055 17,055   0
ADR fees 472 472   0
Fee for conversion Am Movil stock 500 500   0


TY 2023 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 1,800 4,000


TY 2023 TaxesSchedule
Name:
THE ROSS FAMILY FOUNDATION
EIN:
24-6017499
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Private foundation excise tax 2,968 0   0
Foreign tax withheld 180 0   0