Public Charity

BENJAMIN ROSE TRUST TW

BENJAMIN ROSE TRUST TW, of PITTSBURGH, PA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $2.2M in revenue, $2.7M in expenses, $42.6M in total assets. IRS filings disclose 3 grants awarded by this foundation, totaling roughly $7.4M.

EIN: 346506873 PITTSBURGH, PA Named Trusts N.E.C. NTEE: T90 Latest filing: 2024
Total Revenue$2.2M
Total Expenses$2.7M
Total Assets$42.6M
Grants Given3
Grant Total$7.4M
Filing Years2020–2024

Mission

THE GRANTS ARE MADE ACCORDING TO THE TRUST AGREEMENT DATED JULY 25, 1933. THE TRUSTEE MAKES DISTRIBUTIONS TO THE BENJAMIN ROSE INSTITUTE FOR THE CONTINUING FINANCIAL SUPPORT IN ITS PURPOSE TO PROVIDE RELIEF AND ASSISTANCE TO NEEDY ELDERLY PERSONS. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENJAMIN ROSE INSTITUTE HAS CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. THE TRUSTEE MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF THE BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. PLEASE NOTE THAT THE BENJAMIN ROSE INSTITUTE HAS AUTHORITY TO DIRECT AND APPROVE INVESTMENTS, THE TRUSTEE HAS THE AUTHORITY TO AMEND THE DOCUMENT TO ENSURE THE CONTINUATION TO QUALIFY AS A 501(C)(3) ORGANIZATION.

Where $100 goes at Benjamin Rose Trust Tw

How Benjamin Rose Trust Tw divides every $100 it spends, from its own Form 990 filings, averaged across 4 years.

$91 Programs the work itself
$9 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $91 for programs

$91
The distributions made to the benjamin rose institute are for the purpose of advancing the health, independence, and dignity of elderly adults by raising the standards for quality…
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Given

CLEVELAND, OH · 2024
THE TRUST PROVIDES THE BENJAMIN ROSE INSTITUTE FUNDS TO ADVANCE THE HEALTH, INDEPENDENCE, AND DIGNITY OF ELDERLY ADULTS BY RAISING THE STANDARDS OF QUALITY OF CARE
$2,362,434
CLEVELAND, OH · 2023
THE TRUST PROVIDES THE BENJAMIN ROSE INSTITUTE FUNDS TO ADVANCE THE HEALTH, INDEPENDENCE, AND DIGNITY OF ELDERLY ADULTS BY RAISING THE STANDARDS OF QUALITY OF CARE
$2,389,523
CLEVELAND, OH · 2022
THE TRUST PROVIDES THE BENJAMIN ROSE INSTITUTE FUNDS TO ADVANCE THE HEALTH, INDEPENDENCE, AND DIGNITY OF ELDERLY ADULTS BY RAISING THE STANDARDS OF QUALITY OF CARE
$2,671,833

Showing up to 5 of 3 total records — full history available with membership.

Officers & Directors

TRUSTEE Bny Mellon N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

Health & Medicine
$7,423,790 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $2.2M $2.7M $42.6M
2023 $1.6M $2.7M $42.9M
2022 $1.2M $3.0M $43.9M
2020 $8.2M $2.6M $45.6M

Between 2020 and 2024, reported annual revenue declined from $8.2M to $2.2M (-73%), with total assets most recently reported at $42.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in OH.

OH

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for BENJAMIN ROSE TRUST TW

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