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Nonprofit · EIN 23-6262609

THE ROSS LOAN FUND

Tax-exempt · WILMINGTON, DE 19890

Financials

$151K$159K2023$170K$78K2024$201K$83K2025
Revenue Expenses · by fiscal year end
Financials of THE ROSS LOAN FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$201,330$82,715$118,615$3,920,597$0$3,920,597
December 31, 2024990-PF$170,002$77,537$92,465$3,801,982$0$3,801,982
December 31, 2023990-PF$151,068$158,643-$7,575$3,709,517$0$3,709,517
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$52,859
Net gain from sales of assets
$93,953
Other income
$54,518

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$54,701
Disbursements for charitable purposes
$36,541
Excise tax on investment income
$2,186

Balance sheet and other

Total assets, start of year
$3,801,982
Total assets, end of year
$3,920,597
Total liabilities, end of year
$0
Net assets, end of year
$3,920,597
Fair market value of assets
$4,177,041
Qualifying distributions
$634,502
Net investment income
$200,502

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
WILMINGTON TRUST COMPANY
1100 NORTH MARKET STREET, WILMINGTON, DE 19890
TRUSTEE5$54,701
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
WILMINGTON TRUST COMPANY
1100 NORTH MARKET STREET, WILMINGTON, DE 19890
TRUSTEE5$52,885
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
WILMINGTON TRUST COMPANY
1100 NORTH MARKET STREET, WILMINGTON, DE 19890
TRUSTEE5$51,530

Address and contacts

Address (IRS master file)
1100 NORTH MARKET STREET DE3-C080, WILMINGTON, DE 19890-1100
In care of
% M & T INVESTMENT GROUP-J BURKE
Signed the 990-PF
WILMINGTON TRUST CO C0 T TUSSIE, TRUSTEE
Phone
(717) 240-4562
Return prepared by
RKL 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 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
23-6262609
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
1976
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,920,597
Income (IRS master file)
$201,330

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$201,330$82,715$3,920,597XML
990-PFDecember 2024$170,002$77,537$3,801,982IRS
990-PFDecember 2023$151,068$158,643$3,709,517XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 23-6262609).

Questions about THE ROSS LOAN FUND

What is the EIN of THE ROSS LOAN FUND?
The employer identification number (EIN) of THE ROSS LOAN FUND is 23-6262609.
Is THE ROSS LOAN FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to THE ROSS LOAN FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE ROSS LOAN FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ROSS LOAN FUND 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 THE ROSS LOAN FUND 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 THE ROSS LOAN FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $54,701 (WILMINGTON TRUST COMPANY, TRUSTEE).
How much revenue does THE ROSS LOAN FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $201,330, expenses of $82,715 and total assets of $3,920,597 at year end.

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