Ross Trust Uw Fbo West Rutland

BUFFALO, NY EIN: 03-6051198

Ross Trust Uw Fbo West Rutland is a private foundation, based in BUFFALO, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $331K in total assets. In 2024, it awarded 2 grants totaling $11K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$331K

-3.1% YoY

Annual Giving

$11K

-44.4% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$5K

-72.2% YoY

Under IRS private-foundation payout rules, Ross Trust Uw Fbo West Rutland reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About Ross Trust Uw Fbo West Rutland

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Vermont $119K (100%)

States

Vermont

Cities

CastletonRutlandWest Rutland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$330,982	$341,513	$372,033
Revenue	$8,197	$-4,195	$24,379
Expenses	$18,425	$26,279	$56,140
Qualifying Distributions	$12,426	$20,768	$48,855
Net Investment Income	$4,651	$4,989	$17,538
Distributable Amount	$20,719	$19,321	$22,117

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

19 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include West Rutland High School Fdn ($10,000), Town of West Rutland ($509).

Recipient	Purpose	Amount
WEST RUTLAND HIGH SCHOOL FDN WEST RUTLAND, VT	GENERAL SUPPORT	$10,000
Town of West Rutland WEST RUTLAND, VT	WEST RUTLAND RESIDENT UNDER	$509

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
M T BANK	TRUSTEE	1	$6,322

Frequently Asked Questions

How large is Ross Trust Uw Fbo West Rutland?

As of 2024, Ross Trust Uw Fbo West Rutland holds $331K in total assets with $8K in annual revenue. It awarded 2 grants totaling $11K in 2024.

Where does Ross Trust Uw Fbo West Rutland operate?

Ross Trust Uw Fbo West Rutland has awarded grants in Vermont.

What size grants does Ross Trust Uw Fbo West Rutland award?

In 2024, Ross Trust Uw Fbo West Rutland awarded 2 grants totaling $11K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Ross Trust Uw Fbo West Rutland required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ross Trust Uw Fbo West Rutland reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ross Trust Uw Fbo West Rutland's EIN?

Ross Trust Uw Fbo West Rutland's EIN (Employer Identification Number) is 03-6051198. IRS Form 990 filing data is available on this page for 2020–2024.