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Nonprofit · EIN 81-6495585

TONI L ROSS CHARITABLE TR

Also known as TONI L ROSS TTEE

Tax-exempt · NEW YORK, NY 10019

Financials

$416K$45K2023$152K$101K2024$78K$255K2025
Revenue Expenses · by fiscal year end
Financials of TONI L ROSS CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$78,120$255,034-$176,914$2,851,484$1,000$2,850,484
December 31, 2024990-PF$152,335$101,107$51,228$3,057,619$25,874$3,031,745
December 31, 2023990-PF$415,839$44,518$371,321$2,981,628$0$2,981,628
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$51,198
Interest
$22,575
Net gain from sales of assets
$4,347

Expenses

Grants and similar amounts paid
$250,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$250,475
Excise tax on investment income
$1,086

Balance sheet and other

Total assets, start of year
$3,057,619
Total assets, end of year
$2,851,484
Total liabilities, end of year
$1,000
Net assets, end of year
$2,850,484
Fair market value of assets
$3,979,127
Qualifying distributions
$250,475
Net investment income
$78,120

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.

NameTitleHours / weekCompensation
TONI L ROSS
C/O TAG ASSOC 810 SEVENTH AVE 7FL, NEW YORK, NY 10019
TRUSTEE0$0
NOAH M SALAWAY
C/O TAG ASSOC 810 SEVENTH AVE 7FL, NEW YORK, NY 10019
TRUSTEE0$0
SARA SALAWAY
C/O TAG ASSOC 810 SEVENTH AVE 7FL, NEW YORK, NY 10019
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
TONI L ROSS
C/O TAG ASSOC 810 SEVENTH AVE 7FL, NEW YORK, NY 10019
TRUSTEE0$0
NOAH M SALAWAY
C/O TAG ASSOC 810 SEVENTH AVE 7FL, NEW YORK, NY 10019
TRUSTEE0$0
SARA SALAWAY
C/O TAG ASSOC 810 SEVENTH AVE 7FL, NEW YORK, NY 10019
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
TONI L ROSS
C/O TAG ASSOC 810 SEVENTH AVE 7FL, NEW YORK, NY 10019
TRUSTEE0$0
NOAH M SALAWAY
C/O TAG ASSOC 810 SEVENTH AVE 7FL, NEW YORK, NY 10019
TRUSTEE0$0
SARA SALAWAY
C/O TAG ASSOC 810 SEVENTH AVE 7FL, NEW YORK, NY 10019
TRUSTEE0$0

Address and contacts

Address (IRS master file)
CO TAG ASSOC 810 SEVENTH AVE 7FL, NEW YORK, NY 10019-0000
In care of
% TAG ASSOCIATES
Signed the 990-PF
TONI L ROSS, TRUSTEE
Phone
(212) 275-1500
Return prepared by
TAG ASSOCIATES LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-6495585
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,851,484
Income (IRS master file)
$78,120

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$78,120$255,034$2,851,484XML
990-PFDecember 2024$152,335$101,107$3,057,619XML
990-PFDecember 2023$415,839$44,518$2,981,628XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about TONI L ROSS CHARITABLE TR

What is the EIN of TONI L ROSS CHARITABLE TR?
The employer identification number (EIN) of TONI L ROSS CHARITABLE TR is 81-6495585.
Is TONI L ROSS CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to TONI L ROSS CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TONI L ROSS CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of TONI L 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 TONI L 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 TONI L ROSS CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does TONI L ROSS CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $78,120, expenses of $255,034 and total assets of $2,851,484 at year end.

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