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
THE ROSS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)711 MARKET STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PARKERSBURG, WV26101
A Employer identification number

20-4652067
B Telephone number (see instructions)

(304) 865-5372
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$38,140,698J 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      
4 Dividends and interest from securities... 508,851 549,695  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,562,234
b Gross sales price for all assets on line 6a 1,562,234
7 Capital gain net income (from Part IV, line 2)... 1,562,234
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
105,812 -13,053  
12 Total. Add lines 1 through 11........ 2,176,897 2,098,876  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 139,200 0   139,200
14 Other employee salaries and wages...... 15,700 5,300   10,400
15 Pension plans, employee benefits....... 11,947 405   11,542
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,234 10,579   5,268
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
61,602 213,660   0
17 Interest...............   5,984    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
29,519 2,419   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,865 0   1,865
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,996 1,300   27,696
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 308,063 239,647   195,971
25 Contributions, gifts, grants paid....... 5,370,000 5,436,669
26 Total expenses and disbursements. Add lines 24 and 25 5,678,063 239,647   5,632,640
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,501,166
b Net investment income (if negative, enter -0-) 1,859,229
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............. 2,525,315 670,617 670,617
2 Savings and temporary cash investments......... 18,649 35,573 35,573
3 Accounts receivable right arrow70,692
Less: allowance for doubtful accounts right arrow     70,692 70,692
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)....... 14,929,914 Click to see attachment
List of Attached Documents:
// Content
16,058,422 		16,058,422
c Investments—corporate bonds (attach schedule)....... 1,947,280 Click to see attachment
List of Attached Documents:
// Content
1,603,353 		1,603,353
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).......... 19,022,115 Click to see attachment
List of Attached Documents:
// Content
19,502,041 		19,502,041
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
200,000 		Click to see attachment
List of Attached Documents:
// Content
200,000 		Click to see attachment
List of Attached Documents:
// Content
200,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,643,273 38,140,698 38,140,698
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 66,669 66,669
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)......... 66,669 66,669
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 38,576,604 38,074,029
29 Total net assets or fund balances (see instructions)..... 38,576,604 38,074,029
30 Total liabilities and net assets/fund balances (see instructions). 38,643,273 38,140,698
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
38,576,604
2
Enter amount from Part I, line 27a .....................
2
-3,501,166
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,998,591
4
Add lines 1, 2, and 3 ..........................
4
38,074,029
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
38,074,029
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 LONG-TERM SECURITIES P    
b SHORT-TERM SECURITIES P    
c ALTERNATIVES P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,220,324     1,220,324
b 66,105     66,105
c 275,805     275,805
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,220,324
b       66,105
c       275,805
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,562,234
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 25,843
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 25,843
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 25,843
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 16,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 13,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 3,157
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,157 Refundedright arrow 11 0
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 arrowWV
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 arrowWWW.THEROSSFOUNDATION.ORG
14
The books are in care ofright arrowSUSIE FORD Telephone no.right arrow (304) 865-5373

Located atright arrow711 MARKET STREETPARKERSBURGWV ZIP+4right arrow26101
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
 
No
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
SAMUEL B ROSS III CHAIRMAN OF THE BOARD, EXECUTIVE DIRECTOR
40.00 		139,200 0 0
711 MARKET STREET
PARKERSBURG,WV26101
SUSAN S ROSS BOARD MEMBER
0.75 		0 0 0
711 MARKET STREET
PARKERSBURG,WV26101
SPENCER B ROSS BOARD MEMBER
0.75 		0 0 0
711 MARKET STREET
PARKERSBURG,WV26101
MELISSA ROSS BOARD MEMBER
0.75 		0 0 0
711 MARKET STREET
PARKERSBURG,WV26101
J PHILIP DELAVAN BOARD MEMBER
0.75 		0 0 0
711 MARKET STREET
PARKERSBURG,WV26101
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
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 (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
19,221,401
b
Average of monthly cash balances.......................
1b
1,361,272
c
Fair market value of all other assets (see instructions)................
1c
21,634,608
d
Total (add lines 1a, b, and c).........................
1d
42,217,281
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
42,217,281
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
633,259
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
41,584,022
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,079,201
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
2,079,201
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
25,843
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,843
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,053,358
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,053,358
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
2,053,358
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
5,632,640
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
5,632,640
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 2,053,358
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......  
b From 2020......  
c From 2021......  
d From 2022...... 650,058
e From 2023...... 6,218,168
f Total of lines 3a through e ........ 6,868,226
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,632,640
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..... 2,053,358
e Remaining amount distributed out of corpus 3,579,282
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 10,447,508
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		10,447,508
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 650,058
d Excess from 2023.... 6,218,168
e Excess from 2024.... 3,579,282
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).)
SAMUEL B ROSS III CHAIRMAN OF THE
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 e-mail address of the person to whom applications should be addressed:
APPLY ONLINE AT GRANTSTHEROSSFOUNDA
711 MARKET STREET
PARKERSBURG,WV26101
(304) 865-5372
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS CAN BE SUBMITTED ONLINE AT WWW.THEROSSFOUNDATION.ORG. TO BEGIN THE APPLICATION PROCESS FOR THE CURRENT CYCLE CLICK ON "HOW TO APPLY" FROM THE HOMEPAGE. SECONDLY, CLICK ON "GRANTS.THEROSSFOUNDATION.ORG" AT THE BOTTOM OF THE PAGE, TO SET UP AN ACCOUNT AND FILL OUT THE ONLINE APPLICATION.
cAny submission deadlines:
THERE ARE TWO CYCLES OF GRANTS PER YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION'S AREAS OF INTEREST ARE EDUCATIONAL, ARTS AND CULTURAL, DISABILITIES, ANIMALS, COMMUNITY INITIATIVES AND TEMPORARY ASSISTANCE IN THE STATE OF WEST VIRGINIA. THE FOUNDATION SHIFTED THEIR FOCUS IN 2016 TO PRIMARILY FOCUS ON EDUCATION AND COMMUNITY DEVELOPMENT INITATIVES, WITH A SECONDARY FOCUS ON DISABILITIES, ANIMALS AND ART INITIATIVES. THEY SERVE WOOD, RITCHIE, DODDRIDGE, PLEASANTS AND JACKSON COUNTIES IN WEST VIRGINIA.
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

ADOPT A GOLDEN ATLANTA INC

PO BOX 420256
ATLANTA,GA30342 		N/A PC OPERATING SUPPORT FOR THE ORGANIZATION 10,000

ASHEVILLE AREA HFH

121 HABITAT ST
AMERICUS,GA317093498 		N/A PC OPERATING SUPPORT FOR THE ORGANIZATION 5,000

BOYS & GIRLS CLUB OF PARKERSBURG

1200 MARY STREET
PARKERBURG,WV26101 		N/A PC FINANCIAL SUPPORT FOR THE ORGANIZATION AS PART OF THE KIDS GOLF CLASSIC. 15,000

BOYS & GIRLS CLUB OF PARKERSBURG

1200 MARY STREET
PARKERBURG,WV26101 		N/A PC "IN THE HUDDLE" 3,000

BROADWAY CARES-EQUITY FIGHTS AIDS INC

165 W 46TH ST SUITE 1300
NEW YORK,NY10036 		N/A PC ANNUAL SUPPORT FOR THE PROGRAM 15,000

CAMDEN CLARK FOUNDATION

PO BOX 1834
PARKERSBURG,WV26102 		N/A PC OPERATING SUPPORT FOR THE ORGANIZATION 7,000

CHILDRENS MUSEUM OF THE MOV INC

711 MARKET STREET
PARKERBURG,WV26101 		N/A PC FINANCIAL SUPPORT FOR THE RENOVATIONS AND OPERATIONS OF THE CHILDREN'S MUSEUM. 405,000

DOWNTOWN PKB

409 1/2 MARKET STREET
PARKERBURG,WV26101 		N/A PC FUNDS FOR OPERATING & BUSINESS SUPPORT 50,000

FRIENDS OF VIENNA

280 KIMBERJACK TRL
PARKERSBURG,WV26105 		N/A PC FREEDOM FESTIVAL 5,000

HUMANE SOCIETY OF PARKERSBURG

PO BOX 392
PARKERSBURG,WV26101 		N/A PC GOLF TOURNAMENT SPONSORSHIP 1,500

LINDER CENTER OF HOPE

4075 OLD WESTERN ROW RD
MASON,OH45040 		N/A PC OPERATING SUPPORT FOR THE ORGANIZATION 6,750

MANNA FOOD BANK INC

627 SWANNANOA RIVER ROAD
ASHEVILLE,NC288052445 		N/A PC OPERATING SUPPORT FOR THE ORGANIZATION 5,000

MARIETTA COLLEGE

215 5TH STREET
MARIETTA,OH45750 		N/A PC OPERATING SUPPORT FOR THE ENTREPRENEURSHIP ADVISORY BOARD 3,000

MARIETTA COLLEGE

215 5TH STREET
MARIETTA,OH45750 		N/A PC OPERATING SUPPORT FOR NONPROFITS LEAD 5,000

NATIONWIDE CHILDRENS HOSPITAL FOUNDATION

700 CHILDRENS DRIVE
COLUMBUS,OH43205 		N/A PC FUNDS FOR CENTER FOR COLORECTAL & PELVIC RECONSTRUCTION (CCPR) PROGRAM AND GENERAL FUNDS 10,000

PHILANTHROPY WEST VIRGINIA INC

PO BOX 1584
MORGANTOWN,WV26505 		N/A PC OPERATING SUPPORT FOR THE ORGANIZATION 5,750

VIRGINIA EPISCOPAL SCHOOL

400 VES RD
LYNCHBURG,VA24503 		N/A PC DONATION TO THE ANNUAL FUND 1,000

WARREN WILSON COLLEGE

PO BOX 9000
ASHEVILLE,NC288159000 		N/A PC OPERATING SUPPORT FOR THE ORGANIZATION 5,000

WEST VIRGINIA NONPROFIT ASSOCIATION INC

PO BOX 1452
LEWISBURG,WV24901 		N/A PC OPERATING SUPPORT FOR THE ORGANIZATION 3,000

WEST VIRGINIA UNIVERSITY AT PARKERSBURG

300 CAMPUS DRIVE
PARKERSBURG,WV26104 		N/A PC FUNDS FOR THE WVUP ITC INITIATIVE TO PURCHASE AND RENOVATION THE OLD OVU CAMPUS FOR A TECHNOLOGY CENTER 4,800,000

THE WHITNEY INSTITUTE

416 GRAVIER STREET
NEW ORLEANS,LA70130 		N/A PC OPERATING SUPPORT FOR THE ORGANIZATION 5,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		N/A PC OPERATING SUPPORT FOR THE ORGANIZATION 4,000
Total .................................right arrow 3a 5,370,000
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 ........... 		         
4 Dividends and interest from securities ....     14 508,851  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 105,812  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,562,234  
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 2,176,897 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,176,897
(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:
THE ROSS FOUNDATION INC
EIN:
20-4652067
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 19,234 10,579   5,268

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE ROSS FOUNDATION INC
EIN:
20-4652067
Name of Bond End of Year Book Value End of Year Fair Market Value
BARCLAYS CAPITAL US AGGREGATE BOND INDEX FUND (ISHARES) 784,890 784,890
GS SHORT DURATION BOND FUND 818,463 818,463

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ROSS FOUNDATION INC
EIN:
20-4652067
Name of Stock End of Year Book Value End of Year Fair Market Value
6500.0000 SHS ALPHABET INC. CL C 1,237,860 1,237,860
5500.0000 SHS AMAZON.COM INC 1,206,645 1,206,645
2500.0000 SHS BERKSHIRE HATHAWAY CL B 1,133,200 1,133,200
3000.0000 SHS CHEVRON CORP 434,520 434,520
9314.8182 SHS CISCO SYSTEMS INC 551,437 551,437
2656.7514 SHS FEDEX CORP 747,424 747,424
3872.9163 SHS JOHNSON & JOHNSON 560,101 560,101
2600.0000 SHS MICROSOFT CORP 1,095,900 1,095,900
5800.0000 SHS QUALCOMM INC 890,996 890,996
11859.0236 SHS QURATE RETAIL INC 8% PFD 409,136 409,136
2000.0000 SHS SMUCKER J M CO 220,240 220,240
9522.4231 SHS VERIZON COMMUNICATIONS 380,802 380,802
124.76 SHS U S DOLLAR 125 125
6628.720 SHS GS FINANCIAL SQUARE TREASURY INSTRUMENTS FUND 6,629 6,629
159.00 SHS ALPHABET INC. CMN CLASS A (GOOGL) 30,099 30,099
175.00 SHS AMAZON.COM INC CMN (AMZN) 38,393 38,393
49.00 SHS BECTON, DICKINSON AND COMPANY CMN (BDX) 11,117 11,117
13.00 SHS BERKSHIRE HATHAWAY INC. CLASS B (BRKB) 5,893 5,893
4.00 SHS COCA-COLA CONSOLIDATED INC CMN (COKE) 5,040 5,040
41.00 COMFORT SYSTEMS USA INC COMMON STOCK (FIX) 17,386 17,386
313.00 CORTEVA, INC. CMN (CTVA) 17,829 17,829
66.00 SHS DANAHER CORPORATION CMN (DHR) 15,168 15,168
109.00 SHS DOORDASH INC CMN CLASS A 18,285 18,285
146.00 SHS EXPAND ENERGY COPR CMN 14,533 14,533
164.00 SHS INTERCONTINENTAL EXCHANGE INC CMN (ICE) 24,438 24,438
27.00 SHS INTUIT INC CMN 16,970 16,970
91.00 SHS JPMORGAN CHASE & CO CMN (JPM) 21,814 21,814
2268.00 SHS KOSMOS ENERGY LTD. CMN (KOS) 7,757 7,757
35.00 SHS META PLATFORMS INC-CLASS A CMN 20,493 20,493
95.00 SHS MICROSOFT CORPORATION CMN (MSFT) 40,043 40,043
38.00 SHS MONOLITHIC POWER SYSTEMS, INC. CMN (MPWR) 22,532 22,532
314.00 SHS NVIDIA CORPORATION CMN (NVDA) 42,167 42,167
16.00 SHS O'REILLY AUTOMOTIVE, INC. CMN (ORLY) 18,973 18,973
175.00 SHS ON SEMICONDUCTOR CORPORATION 11,033 11,033
46.00 SHS SAIA, INC. CMN (SAIA) 20,964 20,964
22.00 SHS SERVICENOW INC CMN 23,323 23,323
31.00 SHS SHERWIN-WILLIAMS CO CMN (SHW) 10,538 10,538
33.00 TOPBUILD CORP. CMN 10,274 10,274
235.00 SHS WALT DISNEY COMPANY (THE) CMN (DIS) 26,285 26,285
133.00 SHS ZOETIS INC. CMN CLASS A (ZTS) 21,670 21,670
840.00 SHS AGNIC INVESTMENT CORP CMN 7,836 7,836
51.00 SHS EATON CORP PLC CMN 16,925 16,925
148.00 SHS TAIWAN SEMICONDUCTOR MFG ADS LTD 29,301 29,301
106.20 SHS US DOLLAR 106 106
22762.340 SHS GS FINANCIAL SQUARE TREASURY INSTRUMENTS FUND 22,762 22,762
93.00 SHS ABBOTT LABORATORIES CMN 10,518 10,518
39.00 SHS ABBVIE INC CMN 6,930 6,930
7.00 SHS ALNYLAM PHARMACEUTICALS, INC. CMN 1,647 1,647
133.00 SHS ALPHABET INC. CMN CLASS C 25,329 25,329
93.00 SHS AMAZON.COM INC 20,403 20,403
25.00 SHS AMETEK INC 4,507 4,507
7.00 SHS ANALOG DEVICES, INC. 1,487 1,487
85.00 SHS APPLE INC. 21,286 21,286
22.00 SHS APPLIED MATERIALS INC CMN 3,578 3,578
18.00 SHS ARTHUR J GALLAGHER & CO CMN 5,108 5,108
70.00 SHS ATI INC CMN 3,853 3,853
27.00 SHS ATLASSIAN CORP CMN 6,571 6,571
180.00 SHS BROADCOM INC. CMN 41,731 41,731
7.00 SHS BURLINGTON STORES INC CMN 1,995 1,995
89.00 SHS CARRIER GLOBAL CORPORATION CMN 6,095 6,095
155.00 SHS CENTERPOINT ENERGY, INC. CMN 4,918 4,918
11.00 SHS CHARTER COMMUNICATIONS INC 3,770 3,770
200.00 SHS CHIPOTLE MEXICAN GRILL, INC, 12,060 12,060
32.00 SHS CHURCH & DWIGHT CO., INC. CMN 3,351 3,351
123.00 SHS COMCAST CORPORATION 4,616 4,616
87.00 SHS CONOCOPHILLIPS 8,628 8,628
67.00 SHS CONSTELLATION ENERGY CORP 14,988 14,988
109.00 SHS CSX CORPORATION 3,517 3,517
29.00 SHS DANAHER CORPORATION CMN 6,665 6,665
7.00 SHS DISCOVER FINANCIAL SERVICES DMN 1,213 1,213
18.00 SHS ELECTRONIC ARTS 2,633 2,633
11.00 SHS ELEVANCE HEALTH INC 4,058 4,058
11.00 SHS ELI LILLY & CO 8,492 8,492
36.00 SHS EQUIFAX INC. CMN 2,730 2,730
10.00 SHS EQUIFAX INC. CMN 2,549 2,549
11.00 SHS FEDEX CORP 3,110 3,110
22.00 SHS GE AEROSPACE CMN (GE) 3,676 3,676
17.00 SHS GE VERNOVA LLC CMN (GE) 5,596 5,596
28.00 SHS HILTON WORLDWIDE HOLDINGS INC. 6,920 6,920
52.00 SHS INGERSOLL RAND INC CMN 4,704 4,704
40.00 SHS ITT INC. CMN 5,715 5,715
21.00 SHS JACK HENRY & ASSOC INC 3,681 3,681
55.00 SHS JPMORGAN CHASE & CO 13,184 13,184
28.00 SHS KKR & CO. INC. CMN 4,141 4,141
14.00 SHS KLA CORP 8,822 8,822
85.00 SHS MARSH & MCLENNAN CO INC 18,055 18,055
25.00 SHS META PLATFORMS INC-CLASS A 14,638 14,638
22.00 SHS MICRON TECHNOLOGY, INC. 1,854 1,854
90.00 SHS MICROSOFT CORP 37,935 37,935
11.00 SHS MORGAN STANLEY CMN 1,383 1,383
7.00 SHS MSCI INC. CMN 4,200 4,200
14.00 SHS NORTHROP GRUMMAN CORP CMN 6,570 6,570
31.00 SHS NVIDIA CORPORATION CMN 4,163 4,163
207.00 SHS P G & E CORPORATION CMN 4,182 4,182
35.00 SHS PNC FINANCIAL SERVICES GROUP, CMN 6,750 6,750
11.00 SHS REGENERON PHARMACEUTICAL INC CMN 7,836 7,836
46.00 SHS RTX CORP CMN 5,323 5,323
29.00 SHS SALESFORCE INC CMN 9,707 9,707
39.00 SHS SEMPRA ENERGY CMN 3,445 3,445
11.00 SHS SERVICENOW INC CMN 11,661 11,661
11.00 SHS SHERWIN-WILLIAMS CO CMN 3,739 3,739
50.00 SHS STATE STREET CORPORATION CMN 4,908 4,908
29.00 SHS TAKE TWO INTERACTIVE SOFTWARE INC 5,338 5,338
14.00 SHS THE PROGRESSIVE CORPORATION CMN 3,355 3,355
91.00 SHS TOAST, INC. CMN 3,317 3,317
15.00 SHS TRACTOR SUPPLY COMPANY CMN 3,980 3,980
94.00 SHS TRUIST FINANCIAL CORPORATION CMN 4,078 4,078
49.00 SHS UNITED AIRLINES HOLDINGS INC CMN 4,758 4,758
18.00 SHS UNITEDHEALTH GROUP INCORPORATE 9,105 9,105
32.00 SHS VERALTO CORPORATION CMN 3,263 3,263
69.00 SHS VISA INC. 21,807 21,807
74.00 SHS WELLS FARGO & CO 5,198 5,198
28.00 SHS WELLTOWER, INC. CMN 3,529 3,529
29.00 SHS YUM BRANDS, INC. 3,891 3,891
14.00 SHS ACCENTURE PLC CMN CLASS A 4,925 4,925
104.00 SHS AIRBUS S.E. 4,167 4,167
35.00 SHS ANHEUSER-BUSCH INBEV SPONSORED 1,752 1,752
7.00 SHS ASML HOLDING N.V. 4,852 4,852
65.00 SHS ASTRAZENECA PLC SPONS 4,258 4,258
28.00 SHS LINDE PLC 11,723 11,723
42.00 SHS NOVO-NORDISK A/S 3,613 3,613
28.00 SHS ROYAL CARIBBEAN GROUP 6,475 6,475
57.00 SHS WASTE CONNECTIONS, INC. 9,780 9,780
EATON VANCE INCOME FUND OF BOSTON 679,432 679,432
S&P 500 INDEX FUND 2,920,822 2,920,822
BLACKROCK ADVANTAGE SMALL CAP CORE FUND 355,450 355,450
FTSE DEVELOPED ALL CAP EX INDEX FUND 511,674 511,674
MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND 480,948 480,948
SSGA HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND 334,157 334,157
GS TACTICAL TILT OVERLAY FUND 413,396 413,396
117871.880 SHS GS FS TRSY INSTRUMENTS MM FUND MUTUAL FUND 118,313 118,313
204215.390 SHS GS FS TRSY INSTRUMENTS MM FUND MUTUAL FUND 204,980 204,980

TY 2024 InvestmentsOtherSchedule2
Name:
THE ROSS FOUNDATION INC
EIN:
20-4652067
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GLADE BROOK STRATEGIC GROWTH II LP AT COST 2,003,994 2,003,994
RA CAPITAL HEALTHCARE INTERNATIONAL FUND, LTD AT COST 175,419 175,419
THE CHILDREN'S INVESTMENT FUND AT COST 3,409,900 3,409,900
ROSEMAWR AT COST 275,873 275,873
COATUE FINTECH FUND I AT COST 382,880 382,880
GLADE BROOK PRIVATE INVESTORS XXVII AT COST 1,876,931 1,876,931
GLADE BROOK PRIVATE XVIII PATREON AT COST 654,690 654,690
GLADE BROOK PL XXVIII ETHOS AT COST 1,083,617 1,083,617
COATUE CT 109-CLOUDWALK AT COST 1,953,829 1,953,829
ASF VIII INFRASTRUCTURE AT COST 749,502 749,502
ASF VIII AIV AT COST 80,815 80,815
COATUE CT 112 AT COST 698,861 698,861
GLADE BROOK PL XXXIII HOPPER AT COST 489,712 489,712
METROPOLITAN CAPITAL FUND VII AT COST 1,133,541 1,133,541
GLADE BROOK SG III AT COST 1,665,152 1,665,152
KENNEDY LEWIS FUND III AT COST 868,275 868,275
PARALLAXES CAPITAL FUND AT COST 822,262 822,262
KENNEDY LEWIS CAPITAL AT COST 1,176,788 1,176,788

TY 2024 OtherAssetsSchedule
Name:
THE ROSS FOUNDATION INC
EIN:
20-4652067
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENT 200,000 200,000 200,000


TY 2024 OtherExpensesSchedule
Name:
THE ROSS FOUNDATION INC
EIN:
20-4652067
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LICENSES & FEES 25 0   25
WEBSITE EXPENSE 9,734 0   9,734
DUES & SUBSCRIPTIONS 6,820 0   6,820
INSURANCE EXPENSE 2,834 0   2,834
BANK SERVICE CHARGES 1,300 1,300   0
COMPUTER SOFTWARE EXPENSE 8,283 0   8,283


TY 2024 OtherIncomeSchedule2
Name:
THE ROSS FOUNDATION INC
EIN:
20-4652067
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM PARTNERSHIPS 105,812 -13,053 105,812


TY 2024 OtherIncreasesSchedule
Name:
THE ROSS FOUNDATION INC
EIN:
20-4652067
Description Amount
MARK TO MARKET ADJUSTMENT 2,998,591


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ROSS FOUNDATION INC
EIN:
20-4652067
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 61,602 61,602   0
INVESTMENT MANAGEMENT FEES - PARTNERSHIPS 0 152,058   0


TY 2024 TaxesSchedule
Name:
THE ROSS FOUNDATION INC
EIN:
20-4652067
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX 27,100 0   0
FOREIGN TAXES 2,419 2,419   0