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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.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$2.2M
Program Spending
87%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$2.7M
Total Assets
$42.6M
Total Liabilities
▼$0
Net Assets
$42.6M
Officer Compensation
→$252.1K
Other Salaries
N/A
Investment Income
$2M
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: SOUNK
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $2.2M | $0 | $2.7M | $42.6M | $42.6M |
| 2023IRS e-File | $1.6M | $0 | $2.7M | $42.9M | $42.9M |
| 2022 | $1.2M | $0 | $3M | $43.9M | $43.9M |
| 2021 | $2.1M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Bny Mellon N A | Trustee | — | $252.1K | $0 | $0 | $252.1K |
Bny Mellon N A
Trustee
$252.1K
Hrs/Wk
—
Compensation
$252.1K
Related Orgs
$0
Other
$0
| $0 |
| $2.6M |
| $45.1M |
| $45.1M |
| 2020 | $8.2M | $0 | $2.6M | $45.6M | $45.6M |
| 2019 | $7.9M | $0 | $2.5M | $39.4M | $39.4M |
| 2018 | $5.1M | $0 | $2.4M | $39.8M | $39.8M |
| 2017 | $1.7M | $0 | $2.4M | $37.1M | $37.1M |
| 2016 | $526.6K | $0 | $2.4M | $37.9M | $37.9M |
| 2015 | $2.2M | $0 | $2.4M | $39.8M | $39.8M |
| 2014 | $3.6M | $0 | $2.8M | $40M | $40M |
| 2013 | $2.6M | $0 | $2.6M | $39.2M | $39.2M |
| 2012 | $3.3M | $0 | $2.4M | $39.3M | $39.3M |
| 2011 | $2.1M | $0 | $2.1M | $38.4M | $38.4M |
| 2010 | $3M | $0 | $1.8M | $38.5M | $38.5M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | Data |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |