Nonprofit · EIN 27-6594166
WALDO T ROSS & RUTH S ROSS CHARITABLE TR
Tax-exempt · GLENS FALLS, NY 12801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $358,791 | $474,398 | -$115,607 | $6,670,611 | $0 | $6,670,611 |
| December 31, 2024 | 990-PF | $603,732 | $415,560 | $188,172 | $6,785,347 | $0 | $6,785,347 |
| December 31, 2023 | 990-PF | $432,718 | $428,120 | $4,598 | $6,598,886 | $0 | $6,598,886 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $203,865
- Net gain from sales of assets
- $154,926
Expenses
- Grants and similar amounts paid
- $417,550
- Compensation of officers, directors and key employees
- $44,877
- Disbursements for charitable purposes
- $423,003
- Excise tax on investment income
- $4,418
Balance sheet and other
- Total assets, start of year
- $6,785,347
- Total assets, end of year
- $6,670,611
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,670,611
- Fair market value of assets
- $9,654,426
- Qualifying distributions
- $423,003
- Net investment income
- $358,791
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARROW BANK NATIONAL ASSOCIATION P O BOX 2161, GLENS FALLS, NY 12801 | CO TRUSTEE | 1 | $31,811 |
| ROBERT HAFNER P O BOX 2161, GLENS FALLS, NY 12801 | CO TRUSTEE | 1 | $12,346 |
| PAUL MCPHILLIPS P O BOX 2161, GLENS FALLS, NY 12801 | CO TRUSTEE | 1 | $720 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLENS FALLS NATIONAL BANK TRUST 250 GLEN STREET PO BOX 2161, GLENS FALLS, NY 12801 | CO TRUSTEE | 1 | $30,227 |
| ROBERT HAFNER 250 GLEN STREET PO BOX 2161, GLENS FALLS, NY 12801 | CO TRUSTEE | 1 | $11,529 |
| PAUL MCPHILLIPS 250 GLEN STREET PO BOX 2161, GLENS FALLS, NY 12801 | CO TRUSTEE | 1 | $673 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLENS FALLS NATIONAL BANK TRUST 250 GLEN STREET PO BOX 2161, GLENS FALLS, NY 12801 | CO TRUSTEE | 1 | $27,242 |
| ROBERT HAFNER 250 GLEN STREET PO BOX 2161, GLENS FALLS, NY 12801 | CO TRUSTEE | 1 | $9,401 |
| PAUL MCPHILLIPS 250 GLEN STREET PO BOX 2161, GLENS FALLS, NY 12801 | CO TRUSTEE | 1 | $548 |
Address and contacts
- Address (IRS master file)
- PO BOX 2161, GLENS FALLS, NY 12801-2161
- In care of
- % GLENS FALLS NATIONAL BANK & TRUST
- Signed the 990-PF
- MARILYN R KRAUS, VICE PRESIDENT
- Phone
- (518) 415-4401
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6594166
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,670,611
- Income (IRS master file)
- $1,657,658
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $358,791 | $474,398 | $6,670,611 | IRS |
| 990-PF | December 2024 | $603,732 | $415,560 | $6,785,347 | IRS |
| 990-PF | December 2023 | $432,718 | $428,120 | $6,598,886 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-6594166).
Questions about WALDO T ROSS & RUTH S ROSS CHARITABLE TR
- What is the EIN of WALDO T ROSS & RUTH S ROSS CHARITABLE TR?
- The employer identification number (EIN) of WALDO T ROSS & RUTH S ROSS CHARITABLE TR is 27-6594166.
- Is WALDO T ROSS & RUTH S ROSS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to WALDO T ROSS & RUTH S ROSS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALDO T ROSS & RUTH S ROSS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALDO T ROSS & RUTH S ROSS CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALDO T ROSS & RUTH S ROSS CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WALDO T ROSS & RUTH S ROSS CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $31,811 (ARROW BANK NATIONAL ASSOCIATION, CO TRUSTEE).
- How much revenue does WALDO T ROSS & RUTH S ROSS CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $358,791, expenses of $474,398 and total assets of $6,670,611 at year end.
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All nonprofits in GLENS FALLS · New York · Philanthropy, voluntarism and grantmaking foundations