Waldo T Ross and Ruth S Ross Charitable Trust
Waldo T Ross and Ruth S Ross Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLENS FALLS, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.8M in total assets. In 2024, it awarded 11 grants totaling $367K. Net investment income was $565K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.8M
+2.8% YoY
Annual Giving
$367K
+3.3% YoY
Grant Count
11
+0.0% YoY
Avg Grant Size
$33K
+3.3% YoY
Under IRS private-foundation payout rules, Waldo T Ross and Ruth S Ross Charitable Trust reported a distributable amount of $420K for 2024 — the minimum it must pay out in qualifying distributions.
About Waldo T Ross and Ruth S Ross Charitable Trust
Based on IRS filings
Waldo T Ross and Ruth S Ross Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLENS FALLS, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.8M in total assets. In 2024, it awarded 11 grants totaling $367K. Net investment income was $565K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,785,347 | $6,598,886 | $6,587,473 |
| Revenue | $603,732 | $432,718 | $2,367,087 |
| Expenses | $415,560 | $428,120 | $466,522 |
| Qualifying Distributions | $371,655 | $359,393 | $427,641 |
| Net Investment Income | $564,955 | $398,415 | $2,333,349 |
| Distributable Amount | $420,013 | $371,336 | $359,158 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
56 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Salvation Army ($92,000), The Hyde Collection ($75,000), Glens Falls Symphony Orchestra ($56,600).
| Recipient | Purpose | Amount |
|---|---|---|
| BAY ROAD PRESBYTERIAN CHURCH LAKE GEORGE, NY | UNRESTRICTED - GENERAL | $24,300 |
| N QUEENSBURY FIRE FIGHTERS SERVICE CLEVERDALE, NY | UNRESTRICTED - GENERAL | $5,750 |
| N QUEENSBURY RESCUE SQUAD CLEVERDALE, NY | UNRESTRICTED - GENERAL | $5,750 |
| HARRISENA COMMUNITY CHURCH QUEENSBURY, NY | UNRESTRICTED - GENERAL | $30,000 |
| CHAPMAN HISTORICAL MUSEUM GLENS FALLS, NY | UNRESTRICTED - GENERAL | $44,000 |
| THE SALVATION ARMY GLENS FALLS, NY | UNRESTRICTED - GENERAL | $92,000 |
| THE HYDE COLLECTION GLENS FALLS, NY | UNRESTRICTED - GENERAL | $75,000 |
| LAKESIDE CHAPEL CLEVERDALE, NY | UNRESTRICTED - GENERAL | $8,337 |
| GLENS FALLS SYMPHONY ORCHESTRA GLENS FALLS, NY | GENERAL PURPOSES | $56,600 |
| THE CHARLES R WOOD THEATER GLENS FALLS, NY | GENERAL PURPOSES | $24,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GLENS FALLS NATIONAL BANK TRUST | CO TRUSTEE | 1 | $30,227 |
| ROBERT HAFNER | CO TRUSTEE | 1 | $11,529 |
| PAUL MCPHILLIPS | CO TRUSTEE | 1 | $673 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Waldo T Ross and Ruth S Ross Charitable Trust?
Waldo T Ross and Ruth S Ross Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLENS FALLS, NY. It holds $6.8M in total assets as of 2024.
How large is Waldo T Ross and Ruth S Ross Charitable Trust?
As of 2024, Waldo T Ross and Ruth S Ross Charitable Trust holds $6.8M in total assets with $604K in annual revenue. It awarded 11 grants totaling $367K in 2024.
Where does Waldo T Ross and Ruth S Ross Charitable Trust operate?
Waldo T Ross and Ruth S Ross Charitable Trust has awarded grants in New York.
What size grants does Waldo T Ross and Ruth S Ross Charitable Trust award?
In 2024, Waldo T Ross and Ruth S Ross Charitable Trust awarded 11 grants totaling $367K — an average of about $33K per grant, based on its IRS Form 990 filings.
How much is Waldo T Ross and Ruth S Ross Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Waldo T Ross and Ruth S Ross Charitable Trust reported a distributable amount of $420K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Waldo T Ross and Ruth S Ross Charitable Trust's EIN?
Waldo T Ross and Ruth S Ross Charitable Trust's EIN (Employer Identification Number) is 27-6594166. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Waldo T Ross and Ruth S Ross Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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