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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WILLIAM AND MARY ROSS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4729 E SUNRISE DR PMB 501
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TUCSON, AZ857184535
A Employer identification number

86-0891827
B Telephone number (see instructions)

(520) 529-4850
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$14,190,111J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 30,489 30,489  
4 Dividends and interest from securities... 276,163 276,163  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,112,818
b Gross sales price for all assets on line 6a 5,010,707
7 Capital gain net income (from Part IV, line 2)... 1,112,818
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........ 1,419,470 1,419,470  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 132,000 39,600   92,400
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 10,098 3,029   7,069
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,900 1,950   1,950
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
352,061 351,601   505
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,667 9,961   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
129 0   129
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 510,855 406,141   102,053
25 Contributions, gifts, grants paid....... 775,220 775,220
26 Total expenses and disbursements. Add lines 24 and 25 1,286,075 406,141   877,273
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 133,395
b Net investment income (if negative, enter -0-) 1,013,329
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 521,885 662,844 662,844
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)      
b Investments—corporate stock (attach schedule)....... 10,476,418 Click to see attachment
List of Attached Documents:
// Content
10,475,986 		13,527,267
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) 10,998,303 11,138,830 14,190,111
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 10,998,303 11,138,830
29 Total net assets or fund balances (see instructions)..... 10,998,303 11,138,830
30 Total liabilities and net assets/fund balances (see instructions). 10,998,303 11,138,830
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
10,998,303
2
Enter amount from Part I, line 27a .....................
2
133,395
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,132
4
Add lines 1, 2, and 3 ..........................
4
11,138,830
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
11,138,830
Form 990-PF (2024)
Form 990-PF (2024)
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 RBC 10715 - PUBLICLY TRADED SECURITIES P    
b RBC 10719 - PUBLICLY TRADED SECURITIES P    
c RBC 10708 - PUBLICLY TRADED SECURITIES P    
d RBC 10719 - PUBLICLY TRADED SECURITIES P    
e RBC 08677 - PUBLICLY TRADED SECURITIES P    
RBC 10706 - PUBLICLY TRADED SECURITIES P    
RBC 10711 - PUBLICLY TRADED SECURITIES P    
RBC 10710 - PUBLICLY TRADED SECURITIES P    
RBC 08677 - PUBLICLY TRADED SECURITIES P    
RBC 10715 - PUBLICLY TRADED SECURITIES P    
RBC 10711 - PUBLICLY TRADED SECURITIES P    
RBC 10708 - PUBLICLY TRADED SECURITIES P    
RBC 10706 - PUBLICLY TRADED SECURITIES P    
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 21,743   20,872 871
b 22,418   17,234 5,184
c 88,453   100,322 -11,869
d 158,308   130,921 27,387
e 228,777   186,353 42,424
246,162   250,944 -4,782
308,229   303,810 4,419
359,978   197,974 162,004
435,945   418,016 17,929
510,852   388,680 122,172
589,589   454,304 135,285
839,153   628,377 210,776
1,200,279   800,082 400,197
821     821
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       871
b       5,184
c       -11,869
d       27,387
e       42,424
      -4,782
      4,419
      162,004
      17,929
      122,172
      135,285
      210,776
      400,197
      821
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 1,112,818
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 14,085
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 14,085
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 14,085
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 539
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 14,624
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowAZ
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 2024 or the taxable year beginning in 2024? 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 arrowNONE
14
The books are in care ofright arrowTHEODORE PURDY Telephone no.right arrow (520) 529-4850

Located atright arrow4729 E SUNRISE DR PMB 501TUCSONAZ ZIP+4right arrow85718
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
JANE GARIGAN PRESIDENT/VP/TREAS/SEC
40.00 		132,000 0 0
4729 E SUNRISE DRIVE PMB 501
TUCSON,AZ85718
JIM CLICK JR BOARD MEMBER
5.00 		0 0 0
4729 E SUNRISE DRIVE PMB 501
TUCSON,AZ85718
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 (2024)
Form 990-PF (2024)
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
RBC WEALTH MANAGEMENT ADVISORS INVESTMENT SERVICES 351,340
3430 E SUNRISE DR 250
TUCSON,AZ85718
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 (2024)
Form 990-PF (2024)
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
13,435,442
b
Average of monthly cash balances.......................
1b
566,247
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,001,689
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
14,001,689
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
210,025
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,791,664
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
689,583
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
689,583
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,085
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,085
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
675,498
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
675,498
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
675,498
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
877,273
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
877,273
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 675,498
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 184,043
b From 2020...... 200,942
c From 2021...... 696,344
d From 2022...... 222,152
e From 2023...... 281,334
f Total of lines 3a through e ........ 1,584,815
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 877,273
a Applied to 2023, 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 2024 distributable amount..... 675,498
e Remaining amount distributed out of corpus 201,775
5 Excess distributions carryover applied to 2024. 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 1,786,590
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		184,043
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,602,547
10 Analysis of line 9:
a Excess from 2020.... 200,942
b Excess from 2021.... 696,344
c Excess from 2022.... 222,152
d Excess from 2023.... 281,334
e Excess from 2024.... 201,775
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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

ASSISTANCE LEAGUE OF TUCSON

1307 N ALVERNON WAY
TUCSON,AZ85712 		  PC PROGRAM SUPPORT 35,420

CALVARY CHAPEL CHRISTIAN SCHOOLS

8725 E SPEEDWAY BLVD
TUCSON,AZ85710 		  PC PROGRAM SUPPORT 250,000

CORONADO HOSPITAL FOUNDATION

250 PROSPECT PLACE
CORONADO,CA92118 		  PC PROGRAM SUPPORT 25,000

HUMANE SOCIETY OF SOUTHERN ARIZONA

635 W ROGER ROAD
TUCSON,AZ85705 		  PC PROGRAM SUPPORT 25,000

MAGNOLIA PROJECT

633 9TH STREET
IMPERIAL BEACH,CA91932 		  PC PROGRAM SUPPORT 80,000

SALPOINTE CATHOLIC EDUCATION FOUNDATION

1545 E COPPER STREET
TUCSON,AZ85719 		  PC PROGRAM SUPPORT 25,000

SALVATION ARMY

1001 N RICHEY BOULEVARD
TUCSON,AZ85716 		  PC PROGRAM SUPPORT 15,000

ST AUGUSTINE CATHOLIC HIGH SCHOOL

8800 E 22ND STREET
TUCSON,AZ85710 		  PC PROGRAM SUPPORT 5,000

ST JOHN SOUTH CATHOLIC

3921 ST JOHNS AVENUE
NORTH CHARLESTON,SC29405 		  PC PROGRAM SUPPORT 30,000

ST JOHN XXII CATHOLIC SCHOOL COMMUNITY

16235 N 60TH STREET
SCOTTSDALE,AZ85254 		  PC PROGRAM SUPPORT 116,000

ST THOMAS THE APOSTLE

5150 N VALLEY VIEW ROAD
TUCSON,AZ85718 		  PC PROGRAM SUPPORT 3,800

TMC FOUNDATION

5301 E GRANT ROAD
TUCSON,AZ85712 		  PC PROGRAM SUPPORT 25,000

TUCSON CONQUISTADORES FOUNDATION

6450 E BROADWAY BLVD
TUCSON,AZ85710 		  PC PROGRAM SUPPORT 25,000

TUCSON FESTIVAL OF BOOKS

1209 E UNIVERSITY BLVD
TUCSON,AZ85721 		  PC PROGRAM SUPPORT 35,000

UNIVERSITY OF ARIZONA FOUNDATION

1111 N CHERRY PO BOX 20109
TUCSON,AZ85721 		  PC PROGRAM SUPPORT 80,000
Total .................................right arrow 3a 775,220
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 30,489  
4 Dividends and interest from securities ....     14 276,163  
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 1,112,818  
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 1,419,470 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,419,470
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WILLIAM AND MARY ROSS FOUNDATION
EIN:
86-0891827
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,900 1,950   1,950

TY 2024 InvestmentsCorpStockSchedule
Name:
WILLIAM AND MARY ROSS FOUNDATION
EIN:
86-0891827
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES MSCI EMERGING MKTS ASIA INDEX FUND 42,499 36,040
ISHARES CORE MSCI EMERGING MARKETS ETF 61,549 68,147
ISHARES MSCI CANADA ETF 56,371 60,007
ISHARES TR CORE MSCI EAFE ETF 138,789 140,842
ETF SERIES SOLUTIONS DISTILLATE U S FUNDAMENTAL STABILITY & VALUE 108,150 118,745
ISHARES CORE S&P 500 ETF 200,692 241,948
ISHARES TRUST, ISHARES MSCI USA MIN VOL, FACTOR ETF 128,837 149,409
JP MORGAN EXCHANGE TRADED FUND TRUST JPMORGAN US QUALITY 101,945 120,954
PACER FDS TR US CASH COWS 100 ETF 112,226 122,900
ISHARES CORE S&P SMALL CAP ETF 47,957 48,162
PACER FDS TR US SMALL CAP CASH COWS 100 ETF 47,564 45,418
ADIDAS 22,338 22,559
ASTRAZENECA PLC AMERICAN DEPOSITARY SHARES 17,555 16,577
EATON CORPORATION PLC 26,894 27,877
FLUTTER ENTERTAINMENT PLC 18,251 17,575
INDUSTRIA DE DISENO TEXTIL INDITEX SA UNSPONSORED ADR 13,033 11,231
NOVO NORDISK A/S-ADR EACH CNV INTO 1 CLASS B 25,330 35,785
SPOTIFY TECHNOLOGY 31,612 30,422
ADOBE INC 31,619 29,349
ADVANCED MICRO DEVICES INC COM 23,983 24,520
AIRBNB INC 32,447 28,779
ALPHABET INC 78,168 106,837
AMAZON.COM INC 136,608 228,824
ANALOG DEVICES INC 17,873 16,359
APPLE INC 102,983 155,010
APPLOVIN CORPORATION 20,943 21,049
BOEING CO 51,827 46,905
BROADCOM INC 61,901 148,146
CADENCE DESIGN SYSTEMS INC 33,256 41,163
COSTCO WHOLESALE CORP-NEW 37,754 60,474
CROWDSTRIKE HOLDINGS INC, CLASS A 24,363 38,322
ELI LIILY & CO 26,897 67,936
GE AEROSPACE 25,932 25,185
HOME DEPOT INC 17,356 22,561
INTUITIVE SURGICAL INC 17,556 32,883
MARRIOTT INTERNATIONAL 11,258 16,457
MASTERCARD INCORPORATED 48,587 69,507
META PLATFORMS INC 75,032 146,963
MICROSOFT CORP 123,522 185,882
MOODYS CORP 20,213 28,876
NETFLIX COM INC 57,085 109,632
NVIDIA CORP 55,751 251,794
PALO ALTO NETWORKS INC 19,308 21,107
PROGRESSIVE CORP 28,706 31,629
SALESFORCE.COM INC 29,390 35,773
SERVICENOW INC 38,108 68,908
TESLA INC 49,040 83,595
TJX COMPANIES INC NEW 9,672 17,034
UBER TECHNOLOGIES INC 22,776 32,995
VERTEX PHARMACEUTICALS INC 36,821 40,673
VISA INC 34,346 50,882
WALMART INC 43,429 49,150
WALT DISNEY CO 43,713 44,206
DATADOG INC 18,646 21,862
DEXCOM INC 11,894 13,143
EDWARDS LIFESCIENCES CORP 14,302 14,066
HILTON WORLDWIDE HOLDINGS INC 24,544 27,682
SNOWFLAKE INC 19,342 19,147
TRADE DESK INC (THE) 24,634 31,968
VERTIV HOLDINGS LLC 22,104 22,040
BARRICK GOLD CORP 64,223 51,336
TECHNIPFMC PLC ORDINARY SHARE 34,768 70,729
ALPHABET INC CLASS A 54,565 96,543
APPLIED MATERIALS INC 66,815 70,256
BANK OF AMERICA CORP 52,475 80,648
BOEING CO 102,229 101,421
BRISTOL MYERS SQUIBB CO 73,157 81,729
CARRIER GLOBAL CORPORATION 22,018 48,601
CATERPILLAR INC 60,347 79,082
CHEVRON CORPORATION 67,039 69,668
CIGNA CORPORATION COMMON STOCK 47,441 64,341
CISCO SYSTEMS INC 44,938 56,654
CITIGROUP INC COM 78,395 96,364
CSX CORPORATION COM 65,810 73,188
CVS HEALTH CORPORATION 80,691 59,838
JPMORGAN CHASE & CO 42,049 78,865
LOWES COMPANIES INC 47,347 82,184
MORGAN STANLEY 40,299 74,552
PHILIP MORRIS INTERNATIONAL INC 50,134 68,238
QUALCOMM INC 48,387 53,154
VERIZON COMMUNICATIONS 124,239 109,333
WELLS FARGO & CO 36,349 61,249
WILLIAMS COMPANIES INC 34,602 69,382
AMERICAN INTERNATIONAL GROUP INC 50,760 67,995
CENTENE CORP DEL 78,861 74,756
CORNING INC 60,631 86,059
EPAM SYSTEMS INC 83,088 97,035
FIRSTENERGY CORP 60,735 67,308
FREEPORT MCMORAN INC 72,477 74,370
MARATHON PETE CORP COM 51,131 59,288
METLIFE INC 43,651 69,598
OTIS WORLDWIDE CORPORATION COMMON STOCK 25,538 35,655
PG&E CORP 68,597 91,173
SOUTHWEST AIRLINES CO 67,232 61,491
AES CORP 110,200 87,271
TERADATA CORP 53,603 39,747
AMERICAN TOWER CORPORATION 76,943 68,779
ARCH CAPITAL GROUP LTD 59,219 174,080
BROOKEFIELD ASSET MANAGEMENT INC CLASS A LTD VTG SHS 38,920 59,826
AMPHENOL CORPORATION CLASS A COM 28,219 86,674
ARISTA NETWORKS INC COM 9,662 82,676
BERKLEY W R CORPORATION 24,673 63,961
BROWN & BROWN INC 34,155 125,281
BROWN-FORMAN CORPORATION CLASS B COMMON STOCK 60,513 42,652
CARLISLE COMPANIES INC 39,064 92,210
CDW CORPORATION COM 53,753 84,061
COPART INC 26,555 110,189
DOLLAR TREE INC 92,806 72,992
EXPEDITORS INTERNATIONAL OF WASHINGTON INC 22,476 34,671
FLOOR & DECOR HOLDINGS INC CLASS A COMMON STOCKS 49,441 63,708
GARTNER INC 48,525 151,639
GRACO INC 23,602 24,444
LABORATORY CORP AMER HLDS 48,251 73,153
LIBERTY BROADBAND CORPORATION 61,116 61,079
LIBERTY MEDIA CORPORATION SERIES C LIBERTY SIRIUSXM COMMON STOCK 49,197 74,405
MICROCHIP TECHNOLOGY INC 54,644 48,174
PACCAR INC 54,715 96,531
ROSS STORES INC 87,410 148,245
TELEDYNE TECHNOLOGIES INC 52,545 60,337
WATERS CORP 49,199 66,405
ARMSTRONG WORLD INDUSTRIES INC 24,919 50,031
ASBURY AUTOMOTIVE GROUP INC 49,393 52,494
CULLEN FROST BANKERS INC 23,565 29,804
GLACIER BANCORP INC-NEW 24,926 30,383
LITHIA MOTORS INC 50,149 58,619
MKS INSTRUMENTS INC 72,615 61,068
MOELIS & COMPANY CL A 29,158 51,568
THOR INDUSTRIES INC 57,759 61,446
TE CONNECTIVITY LTD 25,423 29,881
CNH INDUSTRIAL NV 29,382 26,659
CRH PUBLIC LIMITED COMPANY 35,461 45,057
TECK RESOURCES LIMITED SUB VOTING 20,485 16,131
TRANE TECHNOLOGIES PLC ORDINARY SHARES 15,269 36,935
ANALOG DEVICES INC 24,780 38,668
BOSTON SCIENTIFIC CORP 22,333 47,250
GALLAGHER ARTHUR J & CO 29,135 34,630
MCKESSON CORP 31,990 52,431
PNC FINANCIAL SVCS GROUP INC 32,042 46,863
ALLIANT ENERGY CORP 44,612 48,022
AUTODESK INC 29,635 41,084
AVERY DENNISON CORP 22,354 26,385
BERKLEY W R CORPORATION 39,916 58,988
BOOZ ALLEN HAMILTON HOLDING CORPORATION CL A 13,101 19,434
BROADRIDGE FINANCIAL SOLUTIONS INC COMMON STOCK 19,519 31,653
BWX TECHNOLOGIES INC COM 16,258 33,417
CASEYS GENERAL STORES INC 22,713 49,529
CBOE GLOBAL MARKETS INC 29,300 54,517
CORPAY INC 21,159 22,674
CORTEVA INC 32,324 30,246
DIAMONDBACK ENERGY INC COM 43,210 53,245
ELECTRONIC ARTS INC 32,240 30,430
EVERSOURCE ENERGY COM 41,469 36,238
EXPEDITORS INTERNATIONAL OF WASHINGTON INC 29,550 36,443
FERGUSON ENTERPRISES INC 31,160 27,250
FIDELITY NATIONAL INFORMATION SERVICES 27,817 35,216
GARTNER INC 16,712 31,491
GE HEALTHCARE TECHNOLOGIES INC 30,241 28,379
GENUINE PARTS CO 29,717 25,103
GLOBUS MEDICAL INC 26,014 37,302
HALLIBURTON COMPANY 23,071 19,251
HERSHEY COMPANY 36,577 35,902
HUBBELL INCORPORATED COM 16,823 41,889
M & T BANK CORP 46,854 54,711
MARKEL CORP HOLDING CO 31,390 44,882
NORFOLK SOUTHERN CORP 27,668 28,633
SOLVENTUM CORPORATION 36,982 40,231
SS&C TECHNOLOGIES HOLDINGS INC 28,170 36,678
TOLL BROTHER INC 18,883 19,018
WATSCO INC 17,638 32,698
XCEL ENERGY INC COMMON STOCK 24,855 25,590
YUM BRANDS INC 33,904 32,735
A O SMITH CORPORATION 24,681 31,922
BIO-RAD LABORATORIES INC CL A 32,948 29,237
CHARLES RIVEER LABORATORIES INTERNATIONAL INC 17,272 17,168
CHORD ENERGY CORPORATION 35,922 23,735
FIRST AMERICAN FINANCIAL CORPORATION 19,824 21,792
FLUOR CORP NEW 24,100 49,567
PORTLAND GENERAL ELECTRIC CO 32,311 31,537
TD SYNNEX CORPORATION 34,257 38,351
ISHARES TRUST ISHARES SHORT TREAURY BOND ETF 90,006 89,740
CROWN CASTLE INC 41,111 35,578
LAMAR ADVERTISING COMPANY 26,985 31,896
MID AMERICA APARTMENT COMMUNITIES 28,157 35,551
NATIONAL STORAGE AFFILIATES TRUST 26,140 26,499
SUN COMMUNITIES INC 36,689 31,726
AMDOCS LIMITED 36,193 42,144
GILDAN ACTIVEWEAR 40,443 40,087
PERRIGO COMPANY PLC 63,459 47,435
ALLIANT ENERGY CORP 27,384 29,393
AMERICAN FINANCIAL GROUP INC 33,048 37,930
ATMOS ENERGY CORP 20,419 30,222
AVERY DENNISON CORP 36,563 43,414
BOOZ ALLEN HAMILTON HOLDING CORPORATION CL A 37,693 57,400
BROADRIDGE FINANCIAL SOLUTIONS INC 35,523 68,279
CBOE GLOBAL MARKETS INC 21,063 22,862
CMS ENERGY GROUP 17,232 18,795
CONAGRA BRANDS INC 19,982 15,290
EVERCORE INC 15,233 57,100
HARTFORD FINANCIAL SOLUTIONS INC 42,014 57,544
HUBBELL INCORPORATED COM 19,889 65,766
NETAPP INC 17,155 29,600
NISOURCE INC COM 39,566 55,030
PACKAGING CORP AMER 43,466 63,712
QUEST DIAGNOSTIC INC 33,821 47,823
RPM INTERNATIONAL INC 13,381 29,165
SNAP-ON INC 43,708 65,180
TARGA RESOURCES CORP 35,448 74,613
TEXAS ROADHOUSE INC 28,415 35,184
TRACTOR SUPPLY CO 6,854 7,163
WATSCO INC 24,778 56,394
AVIENT CORPORATION 22,499 19,899
AVNET INC 24,569 30,555
DT MIDSTREAM INC 26,129 26,448
FIRST FINANCIAL BANCORP-OHIO 13,441 13,736
HOME BANCSHARES INC 21,924 27,819
INSPERITY INC 15,192 10,231
INTER PARFUMS INC 30,758 47,475
LANCASTER COLONY CORP 25,138 28,049
MERITAGE HOMES CORPORATION 12,614 12,152
PENSKE AUTOMOTIVE GROUP INC 7,864 15,396
PLAINS GP HOLDINGS LP CLASS A UNITS 15,167 17,240
U S PHYSICAL THERAPY INC 21,715 22,532
VICTORY CAPITAL HOLDINGS INC CLASS A COMMON STOCK 48,831 87,847
AGREE REALTY CORP 36,944 39,945
EQUITY LIFESTYLE PROPERTIES INC 13,856 16,051
TERRENO REALTY CORP 27,362 26,258
MOL HUNGARIAN OIL 16,621 15,658
ALIBABA GROUP HOLDING LTD 22,513 25,267
AMERICA MOVIL 27,243 24,685
ANHUI CONCH CEMENT 33,300 16,955
ASE TECHNOLOGY HOLDING CO LTD 30,412 38,598
ASMPT LIMITED AMERICAN DEPOSITARY RECEIPTS 17,632 16,054
BANCO DO BRASIL SA 26,704 24,603
BB SEGURIDADE PARTICIPACOES 26,226 27,816
BIDVEST GROUP LTD 14,784 17,746
CEMEX 23,282 21,669
CHINA CONSTRUCTION BANK 46,546 47,850
CHINA MERCHANTS BANK CO LTD 32,076 34,990
ENGIE BRASIL ENERGIA 14,667 10,303
GREEK ORGANISATION OF FOOTBALL PROGNOSTICS 12,753 14,388
GRUPO FINANCIERO BANORTE 16,865 18,707
HENGAN INTERNATIONAL GROUP COMPANY 41,215 17,369
HIMAX TECHNOLOGIES INC 27,124 17,680
INFOSYS LIMITED 13,922 18,742
JD.COM INC 15,813 21,114
KASIKORNBANK PUBLIC CO LTD 17,019 16,419
KIMBERLY-CLARK DE MEXICO 21,797 18,377
NEDBANK GROUP LIMITED 18,668 26,260
NETEASE INC 27,899 26,852
P T TELEKOMUNIKASI 28,164 21,533
PETROLEO BRASILEIRO SA 21,462 23,714
PING AN INSURANCE GROUP 39,060 26,534
PT ASTRA INTERNATIONAL 25,380 18,797
PT BANK MANDIRI PERSERO 15,835 23,317
PT UNITED TRACTORS 20,055 16,702
SANLAM LTD 19,712 24,530
SCHLUMBERGER LTD 16,259 14,186
SINOPHARM GROUP CO LTD 23,444 27,255
SOCIEDAD QUIMICA MINERA DE CHILE 18,779 10,035
STANDARD BANK GROUP LIMITED 28,471 24,315
TAIWAN SEMICONDUCTOR MFG CO LTD 38,298 107,435
TENCENT HOLDINGS LIMITED 12,048 17,232
TINGYI CAYMAN ISLANDS HLDG CORP 29,646 21,887
VALE S A 28,870 20,791
VIBRA ENERGIA SA 16,924 12,979
VODACOM GROUP LTD 25,063 15,165
KB FINANCIAL GROUP INC 33,860 38,749
KT CORP 18,082 20,534
LENOVO GROUP LTD 32,643 41,940
LIFE HEALTHCARE GROUP HOLDINGS LTD 26,407 20,877
SHINHAN FINL GROUP CO LTD 28,866 24,331
TERNIUM S A SPONSORED ADR 18,048 12,679
UNILEVER PLC 31,580 31,865
GAZPROM PJSC 12,345 0
LUKOIL PJSC 19,423 0
SBERBANK RUSSIA 19,895 0
MOBILE TELESYSTEMS PJSC 18,825 0

TY 2024 OtherExpensesSchedule
Name:
WILLIAM AND MARY ROSS FOUNDATION
EIN:
86-0891827
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CORPORATE FEES 10 0   10
OFFICE EXPENSE 119 0   119


TY 2024 OtherIncreasesSchedule
Name:
WILLIAM AND MARY ROSS FOUNDATION
EIN:
86-0891827
Description Amount
N/T DISTRIBUTIONS 7,132


TY 2024 OtherProfessionalFeesSchedule
Name:
WILLIAM AND MARY ROSS FOUNDATION
EIN:
86-0891827
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 351,340 351,340   0
PAYROLL PROCESSING FEES 721 261   505


TY 2024 TaxesSchedule
Name:
WILLIAM AND MARY ROSS FOUNDATION
EIN:
86-0891827
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 9,961 9,961   0
FEDERAL EXCISE TAXES 2,706 0   0