Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE ROSS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 1 Summit Street
  Room/suite
City or town
Philadelphia
State or province
PA
Country  
ZIP or foreign postal code
19118
A Employer identification number

24-6017499
B Telephone number (see instructions)

2152473550
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,680,218J 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) 117,853
2 Check .................
3 Interest on savings and temporary cash investments 24,445 24,445  
4 Dividends and interest from securities... 120,443 120,443  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 241,001
b Gross sales price for all assets on line 6a 617,580
7 Capital gain net income (from Part IV, line 2)... 283,693
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........ 503,742 428,581  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,731 6,366   6,365
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,631 0   4,631
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,700 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,814 23,814   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,876 30,180   10,996
25 Contributions, gifts, grants paid....... 238,933 238,933
26 Total expenses and disbursements. Add lines 24 and 25 ................ 281,809 30,180   249,929
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 221,933
b Net investment income (if negative, enter -0-) 398,401
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 10,000 1 1
2 Savings and temporary cash investments......... 554,469 888,617 888,617
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 48,815 0 0
b Investments—corporate stock (attach schedule)....... 2,492,699 Click to see attachment
List of Attached Documents:
// Content
2,436,298 		5,791,600
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,105,983 3,324,916 6,680,218
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 ) Click to see attachment
List of Attached Documents:
// Content
4,500 		Click to see attachment
List of Attached Documents:
// Content
1,500
23 Total liabilities (add lines 17 through 22)......... 4,500 1,500
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 650,838 650,838
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,450,645 2,672,578
29 Total net assets or fund balances (see instructions)..... 3,101,483 3,323,416
30 Total liabilities and net assets/fund balances (see instructions). 3,105,983 3,324,916
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,101,483
2
Enter amount from Part I, line 27a .....................
2
221,933
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,323,416
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,323,416
Form 990-PF (2025)
Form 990-PF (2025)
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 5,830.46 Virtus Emerg Mkt Oppty P 2015-02-12 2025-03-25
b 30 sh Comcast D 1999-11-15 2025-06-03
c 7,805 sh Blackrock Core Bond Fund P 2025-05-30 2025-06-17
d 10,000 Western Asset High Inc Fd P 2008-01-10 2025-08-08
e 300 sh JP Morgan Chase P 2005-07-24 2025-08-08
5,830.46 Virtus Emerg Mkt Oppty P 2015-02-12 2025-03-24
1,364.78 sh Hartford Cap Apprec Fd P 2008-05-12 2025-08-08
500 sh Corning P 2012-05-19 2025-09-25
750 sh Knife River Corp P 2021-02-24 2025-09-05
100 sh Amgen P 1998-12-31 2025-12-03
400 sh Newmont Mining P 2019-01-22 2025-12-03
2000 sh Univest D 2013-02-11 2025-12-03
296 Newmont Mining P 2019-04-22 2025-09-25
1,000 Patient Op Tr Cl I P 2000-01-07 2025-10-24
Capital Gains Dividends P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 43,554   60,000 -16,446
b 1,031   891 140
c 838     838
d 42,633   65,702 -23,069
e 86,583   12,083 74,500
49,691   50,760 -1,069
60,979   60,605 374
39,475   6,735 32,740
53,899   26,520 27,379
34,610   455 34,155
36,101   13,418 22,683
66,372   15,312 51,060
24,759   9,929 14,830
52,920   11,477 41,443
24,135     24,135
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       -16,446
b       140
c       838
d       -23,069
e       74,500
      -1,069
      374
      32,740
      27,379
      34,155
      22,683
      51,060
      14,830
      41,443
      24,135
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 2 283,693
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 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 5,538
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 5,538
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,538
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,792
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,792
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 3,746
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
PA
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofDaniel R ROSS Telephone no. (215) 247-3550

Located at1 Summit StreetPhiladelphiaPA ZIP+419118
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
James A Ross President
4.00 		12,731 0 0
100 Old Windmill Road
Waverly Township,PA184112322
Daniel R Ross Secy-Treasurer
2.00 		4,631 0 0
1 Summit Street
Philadelphia,PA19118
Holly R Ross Asst.Sec-Treas.
0.50 		0 0 0
4 Hop Hollow
Simsbury,CT06070
Eric D Ross Director
0.10 		0 0 0
5721 Big Canyon Drive
Ft Collins,CO80528
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
5,351,318
b
Average of monthly cash balances.......................
1b
623,538
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,974,856
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
5,974,856
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
89,623
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,885,233
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
294,262
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
294,262
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
5,538
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,538
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
288,724
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
288,724
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
288,724
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, line 26, column (d) ..........
1a
249,929
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
249,929
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 288,724
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 96,981
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 249,929
a Applied to 2024, but not more than line 2a 96,981
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 2025 distributable amount..... 152,948
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		135,776
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
James A Ross
Daniel R Ross
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
James A Ross
100 Old Windmill Road
Waverly Township,PA184112322
(570) 587-4023
bThe form in which applications should be submitted and information and materials they should include:
LETTER
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MAINLY GREATER SCRANTON
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Abington Community Library

1200 West Grove Street
Clarks Summit,PA18411 		None   For general purposes 1,800

Allied Services Foundation

475 Morgan Highway PO Box 1103
Scranton,PA18501 		None   For general purposes 1,500

American Museum of Natural History

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

American Numismatic Society

818 N Cascade Avenue
Colorado Springs,CO80903 		None   For general purposes 350

American Red Cross

545 Jefferson Street
Scranton,PA18510 		None   For general purposes 2,000

Appalachian Trail Conservancy

799 Washington St
Harpers Ferry,WV25425 		None   For general purposes 250

Arcadia Chorale

102 Shady Lane Road 350
Chinchilla,PA18410 		None   For general purposes 1,048

Archaeological Institute of America

656 Beacon Street 6th Floor
Boston,MA022152006 		None   For general purposes 300

Arden Theater

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

American Numismatic Association

75 Varick St 11th Flr
New York,NY10013 		None   For general purposes 500

ASCE Foundation

1801 Alexander Bell Dr
Reston,VA20191 		None   For general purposes 250

BBB Wise Giving Alliance

3033 Wilson Blvd Ste 600
Arlington,VA22201 		None   For general purposes 150

Biblical Archaeology Society

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

Boy Scouts of America NE PA Council

615 Jefferson Avenue
Scranton,PA18510 		None   For general purposesFor general purposes 4,200

Bucknell University

One Dent Drive
Lewisburg,PA17837 		None   For general purposes 500

Charity Watch

PO Box 578460
Chicago,IL60657 		None   For general purposes 250

Child Fund International

2821 Emerywood Parkway
Richmond,VA23294 		None   For general purposes 500

Circle in the Square Theatre

1633 W 50th St
New York,NY10019 		None   For general purposes 500

Clarks Summit Fire Company

321 Bedford St
Clarks Summit,PA18411 		None   For general purposes 500

Clintonville United Methodist Church

Rte 1 PO Box 842
Clintonville,NY12924 		none   For general purposes 3,500

Columbia University

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

Connecticut Public Media

1049 Asylum Avenue
Hartford,CT06105 		None   For general purposes 180

Countryside Conservancy

PO Box 55
LaPlume,PA18444 		None   For general purposes 5,000

Dorflinger Suydam Wildlife Sanctuary

PO Box 356
White Mills,PA18473 		None   For general purposes 700

Covenant Presbyterian Church

550 Madison Avenue
Scranton,PA18510 		None   For general purposes 13,000

Dalton Community Library

113 East Main Street
Dalton,PA18414 		None   For general purposes 350

Day Nursery Association of Scranton

332 Jefferson Avenue
Scranton,PA18510 		None   For general purposes 900

Dickenson College

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

Doctors without Borders

PO Box 5030
Hagerstown,MD217415030 		None   For general purposes 550

Ensemble Arts

300 South Broad Street
Philadelphia,PA19102 		None   For general purposes 500

Equal Justice America

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

Everhart Museum

1901 Mulberry Street
Scranton,PA18510 		None   For general purposes 5,000

Exponent Philanthropy

1720 N Street NW
Washington,DC20036 		None   For general purposes 850

Family Promise of Philadelphia

7047 Germantown Ave
Philadelphia,PA19119 		None   For general purposes 1,250

FINCA International

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

First United Methodust Church of Germantown

6001 Germantown Ave
Philadelphia,PA19144 		None   For general purposes 18,000

First United Methodust Church of Germantown

6001 Germantown Ave
Philadelphia,PA19144 		None   Christmas and Easter offerings 1,500

Friends of the Poor

148 Meridian Ave
scranton,PA18504 		None   For general purposes 2,000

Friendship House

1615 E Elm Street
Scranton,PA18505 		None   For general purposes 750

Geisinger Health System

100 N Academy Ave
Danville,PA17822 		None   For general purposes 1,500

Girl Scouts in Heart of PA

2200 Stafford Ave
Scranton,PA18505 		None   For general purposes 900

Greater Scranton YMCA

706 N Dunmore Street
Dunmore,PA18512 		None   For general purposes 2,500

Griffin Pond Animal Shelter

967 Griffin Pond Rd
South Abington Townshi,PA18411 		None   For general purposes 1,300

Iowa State University Foundation

2505 University Blvd
Ames,IA50010 		None   Class of 1957 2,000

Jacobs Pillow Dance Festival

358 George Carter Road
Becket,MA01223 		None   For general purposes 1,000

Juvenile Law Center

1315 Walnut St 4
Philadelphia,PA191074705 		None   For general purposes 100

Jewish Family Service of NE PA

615 Jefferson Ave 204
Scranton,PA18510 		None   For general purposes 500

Jewish Federation of NE PA

601 Jefferson Avenue
Scranton,PA18510 		None   For general purposes 1,000

Johnson College

3427 N Main Avenue Scranton
Scranton,PA18508 		None   For general purposes 6,000

Keystone College

PO Box 40
LaPlume,PA18440 		None   For general purposes 10,000

Lacawac Foundation Sanctuary

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

Lackawanna College

501 Vine Street
Scranton,PA18509 		None   For general purposes 1,000

Lackawanna Historical Society

232 Monroe Ave
Scranton,PA18510 		None   For general purposes 1,000

Lackawanna River Corridor Assn

2043 N Main Ave
Scranton,PA18508 		None   For general purposes 1,000

Lantern Theatre

923 Ludlow St
Philadelphia,PA19107 		None   For general purposes 1,000

Marywood University

2300 Adams Avenue
Scranton,PA18509 		None   For general purposes 3,500

Massachusetts Institute of Technology

77 Massachusetts Ave
Cambridge,MA02139 		None   Adrian E. Ross Class of 1934 Scholarship Fd 6,000

Meals on Wheels of NE PA

541 Wyoming Ave
Scranton,PA18509 		None   For general purposes 1,400

Metropolitan Museum of Art

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

Metropolitan Opera Guild

70 Lincoln Center Plz Ste 1
New York,NY10023 		None   For general purposes 600

Museum of Modern Art

11 W 53rd St
New York,NY10019 		None   For general purposes 600

National Aububon Society

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

National Parks Conservation Ass'n

1500 K Street NW Suite 700
Washington,DC20005 		None   For general purposes 180

National Trust for Historic Preservation

PO Box 5043
Hagerstown,MD217419823 		None   For general purposes 250

National Wildlife Federation

11100 Wildlife CenterDrive
Reston,VA20190 		None   For general purposes 250

Nature Conservancy

1218 Chestnut Street Suite 807
Philadelphia,PA19107 		None   For general purposes 1,000

NE Regional Cancer Institute

312 Adams Ave
Scranton,PA18503 		None   For general purposes 1,000

New York Philharmonic

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

Northwest Village Network

POBox 4330 8227 Germantown Ave
Philadelphia,PA18118 		None   For general purposes 250

Opera Philadelphia

1420 Locust St Ste 210
Philadelphia,PA19102 		None   For general purposes 500

Outreach Center for Community Resources

431 N 17th Street
Scranton,PA18503 		None   For general purposes 3,250

PEEC Pocono Environmental Educ Center

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

Philadelphia Ballet

100 South Broad St Suite 2226
Philadelphia,PA19110 		None   For general purposes 500

Philadelphia Orchestra

1 South Broad St
Philadelphia,PA19107 		None   For general purposes 500

Philharmonic Society of NE PA

195 Hanover St
Wilkes Barre,PA18702 		None   $5,000 for general purposes; $5,000 for Young Peoples Concerts 10,000

Pierpont Morgan Library

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

Planned Parenthood

PO Box 97166
Washington,DC20090 		None   For general purposes 500

Planned Parenthood of Northeast PA

48 S 4th St
Reading,PA19602 		None   For general purposes 6,500

Public Interest Law Center

1500 JFK Blvd Ste 802
Philadelphia,PA19102 		None   For general purposes 200

Rails to Trail Council of NE PA

948 N Main St
Union Dale,PA18470 		None   For general purposes 500

Salvation Army

500 S Washington Avenue
Scranton,PA18505 		None   For general purposes 2,000

Saratoga Performing Arts Center

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

Scranton Area Foundation

615 Jefferson Ave Ste 102
Scranton,PA18510 		None   For general purposes 1,800

Scranton Cultural Center

420 N Washington Ave
Scranton,PA18503 		None   For general purposes 1,800

Smith Memorial Playground

3500 Reservoir Dr
Philadelphia,PA19121 		None   For general purposes 1,000

Smithsonian Institution Friends of

PO Box 37012 MRC 712
Washington,DC200137012 		None   For general purposes 500

Spoleto Festival

PO Box 157
Charleston,SC29402 		None   For general purposes 300

Tanglewood Friends of Music

301 Massachusetts Avenue
Boston,MA02115 		None   For general purposes 4,000

Trustees of the University of PA

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

Trustees of the University of PA

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

Unitarian Universalist Service Committee

689 Massachusetts Ave
Cambridge,MA021393302 		None   For general purposes 1,000

United Neighborhood Center

777 Keystone Industrial Park Rd
Throop PA 18512
Throop,PA18512 		None   For general purposes 1,000

United Way Lackawanna & Wayne Counties

615 Jefferson Ave Ste 102
Scranton,PA18510 		None   For general purposes 25,500

United Way of SE PA

1650 Arch St
Philadelphia,PA19103 		None   For general purposes 7,500

University of Scranton

Linden and Monroe Avenues
Scranton,PA18510 		None   For general purposes: $1,500; for library $1,700 3,200

Urban Resources Development Corp

6001 Germantown Ave
Philadelphia,PA19144 		None   For general purposes 250

Waverly Community House

1115 N Abington Rd
Waverly,PA18471 		None   For general purposes 600

Weinberg NE PA Regional Food Bank

165 Amber Lane PO Box 1127
WilkesBarre,PA18702 		None   For general purposes 1,400

Wellesley College

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

Food Bank of Larimer County

5706 Wright Drive
Loveland,CO80538 		None   $1,500 for WHYY FM radio; $1,5000 for WHYY TV 4,000

WHYY FM & Channel 12

150 N 6th St
Philadelphia,PA19106 		None   $1,500 for WHYY FM radio; $1,5000 for WHYY TV 3,000

Women's Resource Center

Box 975
Scranton,PA18501 		None   For general purposes 3,000

World Wildlife Fund

1250 24th St NW
Washington,DC20037 		None   For general purposes 300

WSKG Public Broadcasting

601 Gates Road
Vestal,NY13850 		None   For general purposes 600

WVIA Public TV & Radio

70 Old Boston Road
Pittston,PA18640 		None   For general purposes 15,000

Noco Humane

3501 East 71st Street
Loveland,CO80538 		None   For general purposes 2,000

Presbyterian Senior Living

1 Trinity Drive Suite 201
Dillsburg,PA17019 		None   Residence Assistance Fund 500

UC Health Northern Colorado Fdn

2315 E Harmony Rd Suite 200
Ft Collins,CO80528 		None   For general purposes 4,000

Whosoever Gospel Missiom

101 E Chelten Ave
Philadelphia,PA19144 		None   For general purposes 250
Total ................................. 3a 238,933
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 24,445  
4 Dividends and interest from securities ....     14 120,443  
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 ............ 		    18 241,001  
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) .. 0 385,889 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
385,889
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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

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

24-6017499
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
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 ......... $  
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. 2025) Page 2
Name of organization
THE ROSS FAMILY FOUNDATION
  		Employer identification number
24-6017499
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
Daniel R Ross
600 E Cathedral Rd H-408
 
Philadelphia, PA19128

$ 50,427


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Faye Z Ross
600 E Cathedral Rd H-408
 
Philadelphia, PA19128

$ 50,427


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
David Javsicas
44 Fraleigh Street
 
Red Hook, NY12571

$ 6,000


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

$ 6,000


(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.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE ROSS FAMILY FOUNDATION
  		Employer identification number

24-6017499
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100 shares PNC $ 18,452 2025-11-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 500 Sh Univest $ 15,046 2025-11-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 50 sh Amgen $ 16,929 2025-11-25
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 100 shares PNC $ 18,452 2025-11-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 500 Sh Univest $ 15,046 2025-11-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 50 sh Amgen $ 16,929 2025-11-25
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE ROSS FAMILY FOUNDATION
  		Employer identification number

24-6017499
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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 2025 InvestmentsCorpStockSchedule
Name:
THE ROSS FAMILY FOUNDATION
EIN:
24-6017499
Name of Stock End of Year Book Value End of Year Fair Market Value
1,009.54 T Rowe Price Int'l 71,950 75,857
1,100 GE Aerospace 38,338 338,833
1,200 Shake Shack Inc 74,303 97,404
1,246.369 First Eagle Global Fd 60,662 100,968
1,000 JP Morgan Chase 41,034 322,220
1,300 Keysight Technologies 34,495 264,147
1,500 PNC Financial Services 107,550 313,095
1,500 Amgen 103,975 490,965
1,500.802 Conestoga Sm Cap Fd 77,237 100,944
1,755.407 MFS Intl Value Cl I 44,925 83,908
1250 GE Healthcare 77,830 102,525
1600 Agilent Technologies 39,802 217,712
2,000 Citigroup 79,065 233,380
2,000 Exxon Mobil 86,420 240,680
3,000 Verizon 127,485 122,190
1,600 Newmont Gold Corp 53,672 159,760
2,480 Gldmn Sachs Deo Sh repstg 1/1000 Pfd Series D 53,990 48,236
2,500 Cisco Systems 45,864 192,575
2,500.437 Harbor Small Cap Inst Cl 85,421 106,794
275 GE Veranova 10,019 179,732
3,000 On Semiconductor Crp Com 47,818 162,450
2,000 Univest 58,138 65,480
3,545.977 Vanguard Whitehall Intl Rcplorer Fd 45,475 71,310
3,500 Corning 48,732 306,460
4,000 Pfizer 88,135 99,600
5,000 America Movil 80,507 103,350
5000 John Hancock Inv Tr 93,558 68,350
8,000 Viatris 94,213 99,600
7,805 Blackrock Core Bond Trust 97,240 74,850
1,000 Stanley Black & Decker 112,618 74,280
8,000 Vodafone 128,554 105,680
800 Laboratory Corp Hldgs 19,923 200,704
8,000.771 Patient Opportunity Tr Cl I 84,504 432,522
16,632.653 Fid Adv Intl Cap Fd 60,000 58,612
3,080.507 Lazard Emerging Markets 62,846 76,427

TY 2025 LegalFeesSchedule
Name:
THE ROSS FAMILY FOUNDATION
EIN:
24-6017499
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Ross & McCrea LLP 4,631 0   4,631


TY 2025 OtherExpensesSchedule
Name:
THE ROSS FAMILY FOUNDATION
EIN:
24-6017499
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Publications 3,030 3,030   0
Merrill Lynch Investment Management 20,504 20,504   0
ADR fees 280 280   0


TY 2025 OtherLiabilitiesSchedule
Name:
THE ROSS FAMILY FOUNDATION
EIN:
24-6017499
Description Beginning of Year - Book Value End of Year - Book Value
Checks clearing after year end 4,500 1,500


TY 2025 TaxesSchedule
Name:
THE ROSS FAMILY FOUNDATION
EIN:
24-6017499
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Private foundation excise tax 1,700 0   0