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
ROSS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 16550
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLAYTON, MO63105
A Employer identification number

46-6432496
B Telephone number (see instructions)

(314) 746-3209
C 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$48,048,243
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,500,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,025,810 1,025,810  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -9,909
b Gross sales price for all assets on line 6a 2,060,805
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,515,901 1,025,810  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 9,352 1,952   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 15 15   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,367 1,967   0
25 Contributions, gifts, grants paid....... 4,478,000 4,478,000
26 Total expenses and disbursements. Add lines 24 and 25 4,487,367 1,967   4,478,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,971,466
b Net investment income (if negative, enter -0-) 1,023,843
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......... 2,470,375 890,308 890,308
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)....... 12,519,064 Click to see attachment
List of Attached Documents:
// Content
13,083,239
33,995,800
c Investments—corporate bonds (attach schedule)....... 14,327,125 Click to see attachment
List of Attached Documents:
// Content
13,357,642
13,162,135
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) 29,316,564 27,331,189 48,048,243
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........ 27,118,340 27,118,340
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,198,224 212,849
29 Total net assets or fund balances (see instructions)..... 29,316,564 27,331,189
30 Total liabilities and net assets/fund balances (see instructions). 29,316,564 27,331,189
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
29,316,564
2
Enter amount from Part I, line 27a .....................
2
-1,971,466
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
27,345,098
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
13,909
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
27,331,189
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 COMMERCE TRUST P    
b COMMERCE TRUST P    
c CLASS ACTION SETTLEMENT 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 488,545   488,545 0
b 1,572,174   1,582,169 -9,995
c 86     86
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       0
b       -9,995
c       86
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 -9,909
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 14,231
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 14,231
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 14,231
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 14,125
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,125
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 5
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 3,889
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,889 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 arrowMO
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 arrowN/A
14
The books are in care ofright arrowCOMMERCE TRUST Telephone no.right arrow (314) 746-3209

Located atright arrowPO BOX 16550CLAYTONMO ZIP+4right arrow63105
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
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
DONALD L ROSS TRUSTEE
0.25
0 0 0
PO BOX 16550
CLAYTON,MO63105
NANCY A ROSS TRUSTEE
0.25
0 0 0
PO BOX 16550
CLAYTON,MO63105
JOHN L ROSS TRUSTEE
0.25
0 0 0
PO BOX 16550
CLAYTON,MO63105
ROBERT M ROSS TRUSTEE
0.25
0 0 0
PO BOX 16550
CLAYTON,MO63105
SCOTT C ROSS TRUSTEE
0.25
0 0 0
PO BOX 16550
CLAYTON,MO63105
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
44,308,936
b
Average of monthly cash balances.......................
1b
2,149,956
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
46,458,892
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
46,458,892
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
696,883
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
45,762,009
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,288,100
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
2,288,100
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,231
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,231
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,273,869
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,273,869
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
2,273,869
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
4,478,000
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
4,478,000
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 2,273,869
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...... 2,494,357
b From 2020...... 727,499
c From 2021...... 131,966
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 3,353,822
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,478,000
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..... 2,273,869
e Remaining amount distributed out of corpus 2,204,131
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 5,557,953
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) ...
2,494,357
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
3,063,596
10 Analysis of line 9:
a Excess from 2020.... 727,499
b Excess from 2021.... 131,966
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 2,204,131
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).)
DONALD L ROSS
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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:
ROSS FAMILY FOUNDATION CO COMMERCE
PO BOX 16550
CLAYTON,MO63105
(314) 746-3209
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (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

ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC

225 N MICHIGAN AVE STE 1700
CHICAGO,IL60601
NONE PC GENERAL PURPOSE 2,000

AMERICAN CANCER SOCIETY INC

4207 LINDELL BLVD
ST LOUIS,MO63108
NONE PC ST. LOUIS GOLF CLASSIC 30,000

ARCHDIOCESE OF ST LOUIS

20 ARCHBISHOP MAY DR
ST LOUIS,MO63119
NONE PC ANNUAL CATHOLIC APPEAL 100,000

BACKSTOPPERS

1600 S BRENTWOOD BLVD STE 220
BRENTWOOD,MO63144
NONE PC GENERAL PURPOSE 10,000

BARNES-JEWISH HOSPITAL FOUNDATION

1001 HIGHLANDS PLAZA DRIVE WEST STE
140
ST LOUIS,MO63110
NONE PC CANCER FRONTIER FUND, EVELYN'S HOUSE, NANCY ROSS ENDOWED NURSING AWARDS FUND, NANCY ROSS CHIEF NURSING OFFICER HIGHEST PRIORITIES FUND, NANCY ROSS ENDOWED SCHOLARSHIP IN NURSING EDU 350,000

BIG BROTHERS BIG SISTERS OF EASTERN MISSOURI

501 N GRAND BLVD STE 100
ST LOUIS,MO63103
NONE PC GENERAL PURPOSE 10,000

BIRTHRIGHT COUNSELING SAINT LOUIS

2525 BRENTWOOD BLVD STE 102
ST LOUIS,MO63144
NONE PC ST. LOUIS FOR LIFE GALA SPONSORSHIP 10,000

BOYS HOPE GIRLS HOPE

8027 ELINOR AVE
ST LOUIS,MO63117
NONE PC GENERAL PURPOSE 30,000

CATHEDRAL BASILICA OF ST LOUIS

4431 LINDELL BLVD
ST LOUIS,MO63108
NONE PC GENERAL PURPOSE 20,000

CATHOLIC CHARITIES OF ST LOUIS

4445 LINDELL BLVD
ST LOUIS,MO63108
NONE PC GENERAL PURPOSE 15,000

CATHOLIC STUDENT CENTER AT WASHINGTON UNIVERSITY

6352 FORSYTH BLVD
CLAYTON,MO63105
NONE PC GOLD SPONSOR 10,000

CARDINAL GLENNON CHILDREN'S FOUNDATION

3800 PARK AVE
ST LOUIS,MO63110
NONE PC NANCY FEDAK ROSS, RN ENDOWMENT FOR NURSING EDUCATION 1,000,000

CHAMINADE COLLEGE PREPARATORY SCHOOL

425 S LINDBERGH BLVD
ST LOUIS,MO63131
NONE PC GENERAL PURPOSE 17,000

ST LOUIS CHILDREN'S HOSPITAL

1001 HIGHLANDS PLAZA DRIVE WEST STE
160
ST LOUIS,MO63110
NONE PC INTELLECTUAL & DEVELOPMENTAL DISABILITIES RESEACH CENTER 250,000

CHURCH OF THE ANNUNZIATA

9305 CLAYTON RD
ST LOUIS,MO63124
NONE PC CATHOLIC RELIEF SERVICES 30,000

DONALD DANFORTH PLANT SCIENCE CENTER

975 N WARSON RD
ST LOUIS,MO63132
NONE PC GENERAL PURPOSE 10,000

DE SMET JESUIT HIGH SCHOOL

233 N NEW BALLAS RD
ST LOUIS,MO63141
NONE PC GENERAL PURPOSE, THE SPARTAN FUND 1,285,000

EQUESTRIAN ORDER OF THE HOLY SEPULCHRE OF JERUSALEM

4684 NW BRASSIE PL
PORTLAND,OR97229
NONE PC GENERAL PURPOSE 5,000

FIVE ACRES ANIMAL SHELTER

1099 PRALLE LN
ST CHARLES,MO63303
NONE PC GENERAL PURPOSE 2,000

FOREST PARK FOREVER

5595 GRAND DR
ST LOUIS,MO63112
NONE PC GENERAL PURPOSE 10,000

FRIENDS OF KIDS WITH CANCER INC

530 MARYVILLE CENTRE DR STE LL5
ST LOUIS,MO63141
NONE PC GENERAL PURPOSE 12,000

GATEWAY ARCH PARK FOUNDATION

1 S MEMORIAL DR STE 700
ST LOUIS,MO63102
NONE PC GENERAL PURPOSE 15,000

GO TO NATIONS

PO BOX 10305
JACKSONVILLE,FL32247
NONE PC GENERAL PURPOSE 32,000

GREATER ST LOUIS HONOR FLIGHT

8050 WATSON ROAD STE 240
ST LOUIS,MO63119
NONE PC GENERAL PURPOSE 15,000

HOPE CREATES

3301 WASHINGTON BLVD STE 2C
ST LOUIS,MO63103
NONE PC GENERAL PURPOSE 2,000

HUMANE SOCIETY OF MISSOURI

1201 MACKLIND AVE
ST LOUIS,MO63110
NONE PC GENERAL PURPOSE, OPERATION SNIP AND HUMANE EDUCATION EFFORTS 30,000

INCARNATE WORD CATHOLIC CHURCH

13416 OLIVE BLVD
CHESTERFIELD,MO63017
NONE PC GENERAL PURPOSE 12,000

JOSHUA CHAIMBERLAIN SOCIETY

7700 BONHOMME AVE STE 400
ST LOUIS,MO63105
NONE PC GENERAL PURPOSE 15,000

ST LOUIS ROMAN CATHOLIC THEOLOGICAL SEMINARY - KENRICK-GLENNON

5200 GLENNON DR
ST LOUIS,MO63119
NONE PC GENERAL PURPOSE 30,000

LIFE TEEN INC

9 THE PINES CT STE C
ST LOUIS,MO63141
NONE PC GENERAL PURPOSE 20,000

LITTLE BROTHERS OF THE LAMB

921 HOMER AVE
KANSAS CITY,KS66101
NONE PC GENERAL PURPOSE 25,000

MEGAN MEIER FOUNDATION

515 JEFFERSON ST STE A
ST CHARLES,MO63301
NONE PC GENERAL PURPOSE 2,000

MERCY HEALTH FOUNDATION

615 S NEW BALLAS RD
ST LOUIS,MO63141
NONE PC GENERAL PURPOSE 25,000

MISSOURI BAPTIST HEALTHCARE FOUNDATION

3015 NORTH BALLAS RD
ST LOUIS,MO63131
NONE PC NANCY ROSS AWARD FUND 5,000

MISSOURI BOTANICAL GARDEN

4344 SHAW BLVD
ST LOUIS,MO63110
NONE PC GENERAL PURPOSE 25,000

MISSOURI HISTORICAL SOCIETY

PO BOX 775460
ST LOUIS,MO63177
NONE PC GENERAL PURPOSE 5,000

MISSOURI P E O OUTREACH FUND

4484 SW RAINTREE RIDGE DR
LEE SUMMIT,MO64082
NONE PC GENERAL PURPOSE 3,000

MOTHER OF GOOD COUNSEL HOME

6825 NATURAL BRIDGE RD
ST LOUIS,MO63121
NONE PC CAMPUS BEAUTIFICATION PROJECT 10,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

12125 WOODCREST EXECUTIVE DR STE
320
ST LOUIS,MO63141
NONE PC GENERAL PURPOSE 25,000

NEGRO LEAGUES BASEBALL MUSEUM INC

1616 E 18TH ST
KANSAS CITY,MO64108
NONE PC GENERAL PURPOSE 2,000

ONE HEART FAMILY MINISTRIES

13250 S OUTER 40 RD
TOWN COUNTRY,MO63017
NONE PC GENERAL PURPOSE 10,000

OPERATION FOOD SEARCH

1644 LOTSIE BLVD
ST LOUIS,MO63132
NONE PC GENERAL PURPOSE 5,000

OUR LITTLE HAVEN

PO BOX 23010
ST LOUIS,MO63131
NONE PC GENERAL PURPOSE 20,000

RANKEN-JORDAN HOME FOR CONVALESCENT CRIPPLED CHILDREN

11365 DORSETT RD
MARYLAND HEIGHTS,MO63043
NONE PC GENERAL PURPOSE 10,000

ROCKY STEADY BOXING

6847 HILLSDALE COURT
INDIANAPOLIS,IN46250
NONE PC GENERAL PURPOSE 2,000

ROMAN CATHOLIC FOUNDATION OF EASTERN MISSOURI

425 N NEW BALLAS RD STE 200
ST LOUIS,MO63141
NONE PC GENERAL PURPOSE 11,000

RUNG FOUNDATION INC

2717 SIDNEY ST
ST LOUIS,MO63104
NONE PC GENERAL PURPOSE 100,000

RURAL PARISH WORKERS OF CHRIST THE KING

15540 CANNON MINES ROAD
CADET,MO63630
NONE PC GENERAL PURPOSE 5,000

SAN ANTONIO AREA FOUNDATION

303 PEARL PKWY STE 114
SAN ANTONIO,TX78215
NONE PC AARON ARDOIN FOUNDATION - SICKLE CELL RESEARCH 10,000

SEGS4VETS

500 FOX RIDGE RD
ST LOUIS,MO63131
NONE PC GENERAL PURPOSE 5,000

SHRINE OF OUR LADY OF GUADALUPE

5250 JUSTIN ROAD
LA CROSSE,WI54601
NONE PC GENERAL PURPOSE 1,000

SOCIETY OF ST VINCENT DE PAUL COUNCIL OF ST LOUIS

1310 PAPIN ST
ST LOUIS,MO63103
NONE PC GENERAL PURPOSE 25,000

ST FRANCIS DE SALES ORATORY

2653 OHIO AVE
ST LOUIS,MO63118
NONE PC GENERAL PURPOSE 10,000

ST JOHN VIANNEY HIGH SCHOOL

1311 S KIRKWOOD RD
ST LOUIS,MO63122
NONE PC GENERAL PURPOSE 5,000

ST JOSEPH PARISH

6020 OLD ANTONIA RD
IMPERIAL,MO63052
NONE PC GENERAL PURPOSE 15,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

5001 ST JUDE PLACE
MEMPHIS,TN38105
NONE PC GENERAL PURPOSE 4,000

ST LOUIS ART MUSEUM FOUNDATION

1 FINE ARTS DR
ST LOUIS,MO63110
NONE PC BEAUX ARTS RENEWAL 15,000

ST LOUIS POLICE FOUNDATION

9761 CLAYTON RD
ST LOUIS,MO63124
NONE PC GENERAL PURPOSE 5,000

ST LOUIS SYMPHONY ORCHESTRA

718 N GRAND BLVD
ST LOUIS,MO63103
NONE PC GENERAL SUPPORT 145,000

ST LOUIS UNIVERSITY

221 N GRAND BLVD DUBOURG HALL NO
304
ST LOUIS,MO63103
NONE PC MEN'S SOCCER, O'LOUGHLIN FAMILY CHAMPIONS CENTER 270,000

ST LOUIS ZOO FOUNDATION

1 GOVERNMENT DR
ST LOUIS,MO63110
NONE PC GENERAL PURPOSE 15,000

ST MONICA CATHOLIC CHURCH

12136 OLIVE BLVD
ST LOUIS,MO63141
NONE PC GENERAL PURPOSE 5,000

STAGES ST LOUIS

1023 CHESTERFIELD PKWY E
CHESTERFIELD,MO63017
NONE PC BACKSTAGERS, GENERAL PURPOSE, DIRECTOR OF OUTREACH W/ EMPHASIS ON AUTISM 125,000

STE GENEVIEVE DU BOIS CHURCH

1575 N WOODLAWN AVE
ST LOUIS,MO63122
NONE PC GENERAL PURPOSE 32,000

STRAY RESCUE OF ST LOUIS

2320 PINE ST
ST LOUIS,MO63103
NONE PC GENERAL PURPOSE 5,000

TEAM ACTIVITIES FOR SPECIAL KIDS INC

980 HORAN DR
FENTON,MO63026
NONE PC GENERAL PURPOSE 35,000

THE MUNY

1 THEATRE DR
ST LOUIS,MO63112
NONE PC GENERAL PURPOSE 20,000

TODAY AND TOMORROW EDUCATIONAL FOUNDATION

20 ARCHBISHOP MAY DR
ST LOUIS,MO63119
NONE PC ARCHBISHOP'S GALA 25,000

UNIVERSITY OF SOUTHERN INDIANA FOUNDATION INC

8600 UNIVERSITY BLVD
EVANSVILLE,IN47712
NONE PC ATHLETIC DEPT. - MEN'S SOCCER 5,000

UNIVERSITY OF SANTO TOMAS MEDICAL

2/F ST MARTIN DE PORRES BUILDING
SAMPALOC,ESPANA BOULEVARDMANILA 1008
RP
NONE PC GENERAL PURPOSE 5,000

VISITATION ACADEMY

3020 N BALLAS RD
ST LOUIS,MO63131
NONE PC GENERAL PURPOSE 15,000

WASHINGTON UNIVERSITY IN ST LOUIS

1 BROOKINGS DR CAMPUS BOX 1214
ST LOUIS,MO63130
NONE PC INSTITUTION FOR PUBLIC HEALTH 10,000

WORLD BIRD SANCTUARY

125 BALD EAGLE RIDGE RD
VALLEY PARK,MO63088
NONE PC GENERAL PURPOSE 2,000
Total .................................right arrow 3a 4,478,000
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 1,025,810  
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 -9,909  
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 1,015,901 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,015,901
(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.)
4 N/A
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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

46-6432496
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ROSS FAMILY FOUNDATION
 
Employer identification number
46-6432496
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
DON'S REV TRUST GET ACTUAL NAME
2870 S LINDBERGH
 
ST LOUIS, MO63131

$ 1,500,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ROSS FAMILY FOUNDATION
 
Employer identification number

46-6432496
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ROSS FAMILY FOUNDATION
 
Employer identification number

46-6432496
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsCorpBondsSchedule
Name:
ROSS FAMILY FOUNDATION
EIN:
46-6432496
Name of Bond End of Year Book Value End of Year Fair Market Value
AKRON OH TXBL 3.625% 12/1/26 73,690 73,588
AMARILLO TX TXBL 5% 8/15/32 329,935 329,844
ANDREW MO SD#RIII TXBL 5.02% 4/15/31 200,000 196,864
ATHENS GA DEV TXBL 3.181% 9/1/30 60,000 55,010
AUGUSTA GA TXBL 4.75% 10/1/26 216,330 200,042
AUSTIN TX CLG TXBL 3.967% 8/1/32 75,000 69,590
BALDWIN AL TXBL 5.35% 10/15/32 159,482 160,189
BANK OF NY NT 3.95% 11/18/25 50,088 49,756
BEDFORD PK IL TXBL GO 2.25% 12/1/30 203,915 214,098
BOEING CO NT 7.25% 6/15/25 50,689 40,344
BRISTOL VA TXBL GO 3.25% 1/1/25 100,000 100,000
CLAWSON MI TXBL GO 3.98% 5/1/30 100,000 95,786
CO ST COPS TXBL 3.969% 9/1/33 198,134 185,562
CO ST HSG TXBL 5.661% 5/1/33 250,000 255,943
CO ST UNIV TXBL 3.732% 3/1/26 100,000 99,324
COOK CO IL SD #79 TXBL GO 2% 12/1/26 182,824 167,013
CT ST HSG TXBL 3% 5/15/29 100,000 93,358
DC TAX REV TXBL 1.91% 12/1/33 320,442 350,609
EXCELSIOR MO TXBL 2.137% 3/1/29 150,000 134,579
FARGO ND TXBL PROJ 3.83% 5/1/26 150,000 148,535
FISHERS IN TXBL 4% 8/1/26 165,238 158,840
GEARY CNTY KS TXBL 5% 8/1/31 80,000 80,892
GLASSBORO NJ TXBL GO 1.375% 1/15/27 260,000 244,845
GRIFFITH IN RENT TXBL 2.16% 2/1/31 150,000 128,484
HOUSTON TX UTIL TXBL 3.543% 11/15/26 100,000 98,561
IA ST MTGE TXBL 5.35% 7/1/31 450,000 457,007
ID ST HSG TXBL 5.082% 1/1/32 140,000 139,674
INTERMTN PWR UT TXBL 4.99% 7/1/34 175,000 173,903
JACKSON CNTY GA IDR TXBL 3.7% 5/1/31 99,311 93,851
JOHNSON KS SD230 TXB GO 2.65% 9/1/26 50,000 48,517
KINGMAN AZ TXBL 2.49% 7/15/34 264,046 260,690
KY ST HSG TXBL 5.157% 1/1/33 175,000 173,866
LAREDO TX TXBL 5.7% 3/15/32 200,000 206,926
LINCOLN MI S/D TXBL GO 4.05% 5/1/31 100,000 95,476
MA ST HSG TXBL 3.6% 6/1/26 200,000 197,874
MA ST HSG TXBL 5.625% 12/1/34 375,000 379,144
MANATEE CNTY FL TXBL 1.32% 10/1/26 100,000 94,948
ME HLTH & HGR EDU TXBL 3.84% 7/1/27 250,000 244,185
MI ST HSG DEV 2.35% 10/1/26 55,000 53,790
MN ST HSG 5.374% 7/1/29 265,000 270,854
MN ST HSG TXBL 5.488% 1/1/25 200,000 199,090
MO ST DEV TXBL 2.372% 11/1/31 200,000 169,368
MO ST HWY BAB TXBL 5.633% 5/1/29 143,365 125,951
MOLINE IL TXBL GO 3.056% 12/1/36 295,378 305,791
MONTGOMERY CNTY MD TXBL 4.15% 5/1/30 100,000 96,898
MS ST HSG TXBL 5.261% 12/1/32 200,000 198,884
NASHVILLE CNTY TN TXBL 2.114% 7/1/29 150,000 134,687
ND ST HSG TXBL 5.299% 7/1/33 460,000 458,169
NEW YORK CITY NY TXBL 4.066% 5/1/30 150,000 144,420
NH ST HSG TXBL 3.255% 7/1/25 5,000 4,967
NJ ST HSG TXBL 4.05% 5/1/30 175,000 169,958
NJ ST HSG TXBL 4.971% 5/1/28 100,000 100,849
NORTHERN AZ TXBL COPS 2.25% 7/1/28 100,000 91,831
NY CITY NY HSG TXBL 3.714% 11/1/28 75,000 72,622
NY ST DORM TXBL 2.777% 2/15/30 224,332 245,857
OH ST SPL OBLG TXBL 3.104% 4/1/25 50,000 49,836
OK ST INDIAN CTR TXBL 3.713% 7/1/28 225,000 219,186
OK ST TRANSN TXBL 1.722% 1/1/30 97,692 104,233
OK ST TXBL 2.171% 7/1/31 259,204 275,486
OR EDU TXBL GO 3.96% 6/30/27 100,000 99,020
OR ST TXBL GO 5.892% 6/1/27 94,702 80,761
PA ST HSG TXBL 2.33% 10/1/26 125,000 120,443
PORT ST LUCIE FL TXBL 4.355% 5/1/31 103,532 97,180
RICHLAND SC SD GO TXBL 4.875% 9/1/27 155,951 149,996
RIVERSIDE CA TXBL 2.777% 6/1/32 161,686 172,808
ROGERS AR SALES TXBL 3.942% 11/1/26 125,000 123,769
SAN FRANCISCO CA TXBL 5.585% 9/1/31 485,000 500,462
SAN LUIS CO CA TXBL GO 3.272% 8/1/25 50,000 49,724
SD ST HLTH 2.89% 11/1/34 307,116 328,924
ST PAUL MN PORT TXBL 4.7% 10/1/28 165,000 163,967
TUSCON AZ COPS BAB TXBL 6.75% 7/1/30 218,803 192,046
UNIV OF AR TXBL 3.71% 11/1/29 100,000 95,805
UNIV OF NC NC TXBL 2.241% 4/1/31 171,719 187,125
UNIV OF ND ND TXBL COPS 3.95% 4/1/28 175,000 170,571
VA ST TXBL 2.466% 11/1/35 180,038 196,695
WASHINGTON CO GA TXBL 1.75% 12/1/30 280,000 235,410
WINNEBAGO IL TXBL GO 4.44% 12/30/29 100,000 98,264
WIXOM MI TXBL GO 3.95% 5/1/31 325,000 308,721

TY 2024 InvestmentsCorpStockSchedule
Name:
ROSS FAMILY FOUNDATION
EIN:
46-6432496
Name of Stock End of Year Book Value End of Year Fair Market Value
ADOBE INC 57,845 88,936
ALPHABET INC CL A 494,006 1,211,520
AMAZON COM INC 279,934 800,774
AMGEN INC 51,588 69,070
APPLE INC 249,368 2,747,859
BANK OF AMERICA CORP 188,964 324,131
BERKSHIRE HATHAWAY INC CL B 1,464,507 3,701,031
BLACKROCK FINANCE INC 41,954 82,009
CATERPILLAR INC 48,325 123,338
COMMERCE BANCSHARES INC 146,355 497,421
COSTCO WHSL CORP NEW 93,498 553,427
EATON CORPORATION PLC ADR 34,131 99,561
ELEVANCE HEALTH INC 69,630 92,225
EMERSON ELECTRIC CO 99,252 198,288
FIDELITY SML CAP INDX-INS PR 782,500 796,602
GENERAL DYNAMICS CORP 30,348 42,158
GOLDMAN SACHS GROUP INC 23,904 60,125
HONEYWELL INTL INC 40,474 64,379
ILLINOIS TOOL WORKS INC 15,674 27,892
ISHARES CORE S&P 500 ETF 2,868,858 6,101,080
ISHARES RUSSELL MIDCAP GROWTH ETF 762,963 1,606,556
ISHARES RUSSELL MIDCAP VALUE ETF 797,583 1,248,131
ISHARES SEMICONDUCTOR ETF 35,193 61,415
JOHNSON AND JOHNSON 110,960 149,682
JP MORGAN CHASE & CO 55,732 123,451
LILLY ELI & CO 54,529 54,040
LOCKHEED MARTIN CORP 42,018 68,032
LOWES COMPANIES INC 152,702 425,977
MASTERCARD INCORPORATED CLASS A 156,691 592,391
MCDONALDS CORP 227,083 398,599
MERCK & CO INC 30,519 51,730
MICROSOFT CORP 395,460 3,636,702
MONDELEZ INTERNATIONAL INC 66,626 103,333
MORGAN STANLEY, DEAN WITTER & CO. 306,399 772,801
NORTHROP GRUMMAN CORP 60,118 58,661
NVIDIA CORP 240,150 1,195,181
ORACLE CORPORATION 31,536 119,148
PEPSICO INC 582,039 1,054,688
PROCTER & GAMBLE CO 32,552 70,413
STRYKER CORP 308,605 306,043
THERMO FISHER CORP 247,695 676,299
T-MOBILE US INC 233,082 397,314
TRANE TECHNOLOGIES PLC 11,972 46,169
UNION PACIFIC CORP 51,076 112,880
UNITEDHEALTH GROUP INC 72,582 75,879
VANGUARD FTSE DEVELOPED MARKETS 403,167 431,576
VANGUARD FTSE EMERGING MARKETS-ETF 173,448 156,342
VANGUARD RE INDX FD ADM SHRS 66,287 87,711
VISA INC CLASS A SHARES 232,439 2,101,666
WASTE MGMT INC DEL 60,918 131,164

TY 2024 OtherDecreasesSchedule
Name:
ROSS FAMILY FOUNDATION
EIN:
46-6432496
Description Amount
BOOK-TO-TAX DIFFERENCE 13,909


TY 2024 OtherExpensesSchedule
Name:
ROSS FAMILY FOUNDATION
EIN:
46-6432496
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GTS FEES 15 15   0


TY 2024 TaxesSchedule
Name:
ROSS FAMILY FOUNDATION
EIN:
46-6432496
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,952 1,952   0
FEDERAL EXCISE TAX 7,400 0   0