Nonprofit · EIN 59-7109127
HOWARD & ETHEL ROSS TR UA 2
Tax-exempt · CLEARWATER, FL 33756
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $401,732 | $236,444 | $165,288 | $4,836,740 | $0 | $4,836,740 |
| December 31, 2024 | 990 | $268,871 | $223,619 | $45,252 | $4,671,452 | $0 | $4,671,452 |
| December 31, 2023 | 990 | $122,239 | $192,972 | -$70,733 | $4,626,200 | $0 | $4,626,200 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $401,732
- Net gain from sales of assets
- $229,189
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $106,459
- Compensation of officers, directors and key employees
- $116,367
- Salaries, compensation and benefits (total)
- $116,367
- Professional fundraising fees
- $0
- Accounting fees
- $2,700
- Program services (functional)
- $198,800
- Management and general (functional)
- $37,644
Balance sheet and other
- Total assets, start of year
- $4,671,452
- Total assets, end of year
- $4,836,740
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,836,740
- Publicly traded securities
- $4,725,227
- Net assets without donor restrictions
- $4,836,740
- Gross receipts
- $1,638,990
- Employees
- 0
- Year formed
- 1998
- State of legal domicile
- FL
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Regions Bank Privath Wealth Mgmt | Trustee Institutional trustee | 1 | $64,497 |
| Harry B Jamieson CPA | Trustee Trustee or director | 1 | $51,870 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK PRIVATE WEALTH MGMT REGIONS BANK PRIVATE WEALTH MGMT | CO-TRUSTEE Trustee or director | 0 | $58,773 |
| HARRY B JAMIESON CPA | CO-TRUSTEE Trustee or director | 0 | $55,837 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK PRIVATE WEATH MGMT | CO-TRUSTEE Trustee or director | 0 | $55,979 |
| HARRY B JAMIESON CPA | CO-TRUSTEE Trustee or director | 0 | $53,179 |
Address and contacts
- Address (IRS master file)
- 715 S FORT HARRISON AVE, CLEARWATER, FL 33756-5341
- Principal officer (990 for 2025)
- Regions Private Wealth Mgmt
- Signed the 990
- Regions Bank Private Wealth Mgmt, Trustee
- Phone
- (727) 469-4539
- Return prepared by
- Harry B Jamieson CPA
Mission
The Organization's Mission is to Provide Funding for Scholarships to Students of the Piano and Composition for the Piano at Julliard School in New York City NY
Program accomplishments
- Net Ordinary Income" Generated by the Organization's Endowment Fund Assets is Distributed to the Julliard School, New York City, NY, for use by that Organization to Provide Scholarships to Worthy and Needy Studentsof the Piano, and Composition for the Piano.Expenses $198,800 · grants $106,459 · revenue $397,997
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-7109127
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $4,836,740
- Income (IRS master file)
- $1,638,990
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $401,732 | $236,444 | $4,836,740 | XML |
| 990 | December 2024 | $268,871 | $223,619 | $4,671,452 | XML |
| 990 | December 2023 | $122,239 | $192,972 | $4,626,200 | XML |
| 990 | December 2022 | $417,522 | $198,273 | $4,696,933 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 59-7109127).
Questions about HOWARD & ETHEL ROSS TR UA 2
- What is the EIN of HOWARD & ETHEL ROSS TR UA 2?
- The employer identification number (EIN) of HOWARD & ETHEL ROSS TR UA 2 is 59-7109127.
- Is HOWARD & ETHEL ROSS TR UA 2 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to HOWARD & ETHEL ROSS TR UA 2 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HOWARD & ETHEL ROSS TR UA 2 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HOWARD & ETHEL ROSS TR UA 2 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 HOWARD & ETHEL ROSS TR UA 2 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HOWARD & ETHEL ROSS TR UA 2?
- The 990 for the year ended December 31, 2025 names Regions Private Wealth Mgmt.
- Who are the officers and directors of HOWARD & ETHEL ROSS TR UA 2?
- The 990 for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $64,497 (Regions Bank Privath Wealth Mgmt, Trustee).
- How much revenue does HOWARD & ETHEL ROSS TR UA 2 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $401,732, expenses of $236,444 and total assets of $4,836,740 at year end.
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